At Obermeyer Wealth Partners, we help guide you on your path toward financial peace of mind.
What We Offer
At Obermeyer Wealth Partners in Denver, Vail and Aspen, we’ll tailor our services to meet your financial needs. Whether it’s wealth management, asset allocation, financial planning, or more, we’ll custom-fit a plan for you.
Risk Management
Risk Management
Financial Planning
Financial Planning
Retirement Planning
Retirement Planning
Social Security Strategy and Medicare Planning
Social Security Strategy & Medicare Planning
Tax Return Analysis and Planning
Tax Strategy
Cash Flow
Cash Flow Management
Philanthropic Planning
Philanthropic Planning
Wealth Transfer and Succession Planning
Wealth Transfer & Succession Planning
Financial Literacy
Financial Literacy
Education Planning
Education Planning
Business Succession Planning
Business Succession Planning
Holistic Financial Strategy
Our boutique Colorado-based wealth management firm has served clients since 1982. With offices in Vail, Aspen and Denver, our decades of experience in asset and wealth management help clients protect and grow their net worth.
Committed to Excellence
Many of our capable and personable wealth advisors are CFAs (Charter Financial Analysts) or CFPs (CERTIFIED FINANCIAL PLANNER™).
Serving Your Best Interests
We have a vested interest in your success. Our mission is to help you reach your financial goals with less worry and more confidence.
Your Journey, Personalized
Our dedicated team provides concierge-level service, crafting customized financial strategies while handling the complexities of wealth management so you can focus on what matters most.
Recognized for Our Commitment to Clients
2015–2024
Top 100 Independent Advisors
2012–2025
Top Advisor Rankings by State
2023–2024
Financial Advisor 100
2022–2024
America’s Top RIA Firms
2017-2019, 2020-2025
America’s Top Wealth Advisors
2018–2025
Best-in-state Wealth Advisors
2017–2025
Top Women Wealth Advisors
2017-2022, 2024-2025
America’s Top Next Generation Wealth Advisors
2016–2025
Top Investment Managers – Colorado
Rankings or recognitions by unaffiliated rating services, publications, media, or other organizations, should not be construed by a client or prospective client as a guarantee that the client will experience a certain level of results if Obermeyer Wealth is engaged to provide investment advisory services. Neither Obermeyer Wealth nor any of its employees was paid to receive a ranking. Each ranking is based upon specific criteria and methodology (see ranking criteria/methodology).
Aligned With Your Interests
We believe wealth management should be straightforward: provide unbiased counsel that puts your interests first. At Obermeyer Wealth Partners, our financial advisors don’t sell products or earn commissions. This keeps us singularly focused on what matters—delivering objective financial guidance to help you achieve your goals. We succeed when you do.
Our Team, Your Goals
At Obermeyer Wealth Partners, our collaborative team of specialists combines deep market expertise with attentive client service. Each financial advisor contributes distinct capabilities to deliver sophisticated wealth management solutions tailored to high-net-worth families’ unique needs. Our wealth management firm in Denver, Aspen, and Vail use our diversity of experience to manage our clients’ financial lives
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Our Relationship With You
Our seasoned team brings extensive market expertise to every client relationship, partnering with you on your financial goals through thoughtful, customized strategies.
Personal Attention
We aren’t a massive financial conglomerate—we are a boutique wealth management firm that cares deeply about our clients.
Lasting Values
We’ve built Obermeyer Wealth Partners on values of integrity, perseverance, humility, grace, empowerment, ingenuity, “team over individual,” and thriving. We challenge ourselves to integrate these values into our relationships with you.
Community Involvement
We believe in giving back. Obermeyer Wealth Partners team members donate time and participation to impactful organizations, such as the Gates Family Foundation, Aspen Education Foundation, Coors Western Art Show, Aspen Center for Environmental Studies, Museum of Contemporary Art Denver, Graland Country Day School, and many others.
News and Updates
Video: October 2025 Virtual Event | Ceci Zak’s “A Holistic Approach to Planning Your 3rdTHIRD”
Video: October 2025 Virtual Event | Ceci Zak’s “A Holistic Approach to Planning Your 3rdTHIRD”
Obermeyer Wealth News | Fall 2025
Obermeyer Wealth News | Fall 2025
Video: Quarterly Investment Outlook | Fall 2025
Video: Quarterly Investment Outlook | Fall 2025
Let Us Guide You Toward Financial Peace of Mind
Place your trust in Colorado-based Obermeyer Wealth Partners for top wealth management services customized to your needs. Contact us today to see how our financial experts can serve you.
