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.
Dollars & Sense Blog Series How to Build a Financial Plan with Aging Parents By Brooke Gais, CFP® Vice President, Wealth Advisory Discussing finances with aging parents can be challenging,…
Ali Phillips, President of Obermeyer Wealth Partners, and Senior Vice President Dana Nightingale, CFA, CFP® have been named among Forbes and SHOOK Research’s Top Women Wealth Advisors in the United…
Dollars & Sense Blog Series It’s Tax Time: Work with Your Advisor to Go Beyond Gathering Documents to Prepare By Brian Brady, CFP® Vice President, Wealth Advisory and Communications As…
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.
Obermeyer Place
501 Rio Grande Place, Suite 107
Aspen, Colorado 81611
Phn: 970.925.8747
Fax: 970.925.8723
Cherry Creek North
200 Columbine Street, Suite 600
Denver, Colorado 80206
Phn: 303.321.8188
Fax: 303.321.8055
