Financial Planning

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…

We are excited to share that Forbes and SHOOK Research recently recognized our firm. Wally Obermeyer, Ali Phillips, and Dana Nightingale, representing our team’s collective efforts, were recognized for their…

For the seventh year in a row, Obermeyer Wood Investment Counsel has been recognized on the Forbes/SHOOK Research Top Women Wealth Advisors list – and Obermeyer Wood is the only independent…

Last month, Forbes and SHOOK Research released the 2022 ranking of Best-in-State Wealth Advisors. Our firm was honored to be represented on the list by Wally Obermeyer, Ali Phillips, and Dana Nightingale,…

Wally Obermeyer and Ali Phillips, representing the entire team at Obermeyer Wood Investment Counsel, have been named to Barron’s 2022 ranking of the Top 1200 Financial Advisors in the country. We are…

We are excited to announce that Obermeyer Wood Investment Counsel has been named to the Forbes/SHOOK Research Top Women Wealth Advisors list for the sixth consecutive year. Ali Phillips and Dana…

Forbes, in partnership with SHOOK Research, has named Wally Obermeyer to its annual rankings list of the nation’s top 250 wealth advisors. Obermeyer, representing our firm, is ranked #116 in…

Congratulations to Ali Phillips and Dana Nightingale for being named to the Forbes/SHOOK Research Top Women Wealth Advisors list for 2021, marking the fifth year in a row that our firm…