Create a plan to fund education expenses while taking advantage of tax-preferred options. We help you navigate various funding vehicles and strategies to support your family’s educational aspirations efficiently.
”The most important investment you can make is in yourself.
Warren Buffett
From 529 plans to custodial accounts, we guide you toward education funding strategies that align with your family’s goals while taking advantage of tax benefits and maintaining flexibility.
Navigate complex education savings vehicles including 529 plans, UTMA/UGMA accounts, and trust structures. We help select and implement the right combination of strategies for your family’s specific needs.
Grow your education savings through tax-advantaged investment vehicles. Our approach balances growth potential with appropriate risk management as education milestones approach.
Create lasting educational opportunities through strategic gifting and funding structures. We help grandparents and parents coordinate support while maintaining control and flexibility over educational resources.
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.
529 plans offer tax-free growth when used for qualified education expenses and maintain parental control, but have restricted uses. UTMA/UGMA accounts provide more flexibility in spending but transfer to the child at adulthood and can impact financial aid eligibility. A wealth advisor can help evaluate which option—or combination—best fits your family’s needs and goals.
It’s ideal to begin planning as early as possible to maximize tax-advantaged growth potential. The appropriate savings amount depends on several factors: anticipated education costs, number of children, time horizon, and whether you plan to cover partial or full expenses. A wealth advisor can help create projections and funding strategies based on your specific situation.
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Explore wealth management solutions with our approachable yet experienced team. Whether you’re looking to learn more about our investment philosophy or curious about our fees, let’s connect!
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
