
Obermeyer Wealth News | Winter 2025 Marketpoint: Broadening Markets, Changing Policies 2025 As we close the books on 2024, we reflect on a year marked by remarkable market resilience, technological…
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.
”The world is full of foolish gamblers, and they will not do as well as the patient investors.
Charlie Munger
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.
Understand your cash flow, set targets, and work on building healthy financial habits.
Our investment objectives are design to help you reach your financial goals.
Evaluate factors like budget and timeline to see how they affect your retirement age.
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.
Financial planning considers your assets, liabilities, and cash flows to build a plan to reach your financial goals.
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.
Obermeyer Wealth News | Winter 2025 Marketpoint: Broadening Markets, Changing Policies 2025 As we close the books on 2024, we reflect on a year marked by remarkable market resilience, technological…
For the second year in a row, Obermeyer Wood has earned a place on CNBC’s esteemed Financial Advisor 100 ranking, coming in as the 23rd-ranked independent advisory firm in the…
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.