Brian Brady

We recently hosted a virtual event with Charles Schwab's Washington policy expert, Michael Townsend. Michael provided insights on the recent market volatility triggered by President Trump's tariff announcements and the...

April 3, 2025 Dear Clients, We are reaching out regarding today’s market reaction to yesterday’s tariff announcements. While the size of the proposed tariffs was notable for being at the…

*Please note: This was recorded on April 2, 2025, prior to the significant market volatility that began on April 3* In our latest quarterly investment outlook video, Ali Phillips, President...

*Please Note: This was written on March 31, 2025, prior to the significant market volatility in early April* Marketpoint: Policy Shifts, Market Resets, and Our Path Forward As we navigate…

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…

Marketpoint: Broadening Markets, Changing Policies 2025 As we close the books on 2024, we reflect on a year marked by remarkable market resilience, technological advancement, and economic strength. The MSCI…

In our latest quarterly investment outlook video, Ali Phillips, President and Partner, reflects on our firm's milestone year in 2024 and introduces Adam Savin, Vice President of Investments and Partner,...