Skip to main content

Empowering Financial Confidence Through Education

Build lasting financial confidence through our firm’s focus on fostering financial literacy among our clients. From personalized advisory support to curated learning resources, we help you and your family develop the knowledge for confident financial decision-making.

Investment Management Company - Obermeyer Wealth
Boutique Wealth Management Firm - Obermeyer Wealth

”The best thing a human being can do is to help another human being know more.

Charlie Munger

Your Partner in Your Financial Education

We know each client comes to our firm with their own level of financial literacy. We adapt our approach to match your comfort level, learning style, and financial goals. Access learning opportunities through expert-led webinars, one-on-one conversations with your wealth advisory team, and educational resources.

Begin Your Financial Learning Journey
Wealth Management Strategies - Obermeyer Wealth

Learning for All Levels

Access educational resources, including curated reading or podcast recommendations and client-focused webinars hosted by our team and outside experts. We can help you learn more, no your knowledge level, from foundational concepts to advanced wealth management strategies.

Social Security Strategies - Obermeyer Wealth

Next Generation Financial Coaching

Prepare future generations through age-appropriate financial education support. From basic budgeting to complex investment concepts, we can help develop financial knowledge and confidence for members of your family.

Colorado Wealth Management - Obermeyer Wealth

Real-World Application Support

Transform learning into action in your day-to-day life. Our team provides ongoing support as you apply new financial concepts to your personal situation.

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.

How We Invest

Frequently Asked Questions

How can an advisor educate family members with different levels of financial knowledge?

An advisor will begin with casual conversation to better understand current knowledge, learning style, and goals. This allows them to strategize on impactful learning opportunities—from basic financial concepts for beginners to sophisticated investment strategies for those with more experience.

What specific topics will financial literacy resources cover?

Financial literacy resources and subject matter experts will cover essential areas including cash flow strategy, savings and investment fundamentals, tax efficiency, wealth transfer concepts, and sustainable wealth preservation. An advisor may also address contemporary topics like cryptocurrency, and alternative investments.

News and Updates

Let’s Connect: Our Expert Advisors Are Ready to Help

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!

Schedule a Consultation