Forbes recently profiled Wally Obermeyer for its latest installment of Top Advisor Spotlights. Wally gave his thoughts on the advantages of owning individual stocks during periods of market volatility and how serving as our clients’ financial sounding board has helped deepen relationships during the COVID-19 pandemic.
To read the full story on Forbes.com, click here.
Ali Phillips Named to Barron’s Top 100 Women Financial Advisors for 2026
Ali Phillips Named by Barron’s as one of the Top 100 Women Advisors
Three From Obermeyer Wealth Partners Recognized Among Top Women Wealth Advisors by Forbes and SHOOK Research
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