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Financial Planning in Denver & Aspen

At Obermeyer Wealth Partners, our team of CERTIFIED FINANCIAL PLANNER™ professionals is dedicated to creating personalized plans to help you reach your financial goals. Contact us today for a consultation.

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The world is full of foolish gamblers, and they will not do as well as the patient investors.

Charlie Munger

Elevate Your Financial Potential

Through a structured goals-based planning process, we help you uncover and prioritize what matters most for your financial future. We meet when you want to refine your financial plan and the strategies aimed at realizing your objectives.

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Personal Finances

Understand your cash flow, set targets, and work on building healthy financial habits.

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Investing

Our investment objectives are design to help you reach your financial goals.

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Retirement

Evaluate factors like budget and timeline to see how they affect your retirement age.

Denver Wealth Management Services - Obermeyer Wealth

Large Enough to Serve You; Small Enough to Know You

Obermeyer Wealth Partners is an independent, fee-only wealth management firm. Our investment philosophy emphasizes patience and long-term wealth preservation over speculative gains. Through strategic portfolio construction and disciplined financial planning, we help you build and protect lasting wealth for generations to come.

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Frequently Asked Questions About Financial Planning

What is financial planning?

Financial planning considers your assets, liabilities, and cash flows to build a plan to reach your financial goals.

Why do I need a CERTIFIED FINANCIAL PLANNER™?

A CERTIFIED FINANCIAL PLANNER™ professional has to meet defined education, experience, and testing requirements that cover financial planning subject areas such as investments, retirement, taxes, insurance, and estate planning. CFP® professionals also commit to ongoing education and strict ethical standards, including a fiduciary duty to always put your interests first – standards that aren’t required of non-certified advisors.

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Protect and Grow Your Net Worth

Place your trust in Obermeyer Wealth Partners for premier wealth management customized to your needs. Contact us today to see how our wealth advisors can serve you.

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