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Earl Clifford Oberlin III

Advisor at Oberlin Wealth Partners, LLC — Bryan, OH

Updated today

Credentials

CFP®, PFS™, Series 63, Series 65

Experience

48 years

Location

Bryan, OH 43506

Oberlin Wealth Partners, LLC logo

Oberlin Wealth Partners, LLC

Supported

Total advisors

1

Clients per advisor

17 Low

Avg AUM per client

$1,239,358 High

HNW client ratio

76% Very High

About

Earl Oberlin III is a CFP® and PFS™ credentialed advisor with 48 years of industry experience. He is the principal of Oberlin Wealth Partners, LLC in Bryan, Ohio, where he has served since 2012. Mr. Oberlin has an extensive career that includes founding and leading several related entities, including Oberlin Holding Corp. and Oberlin Investments, LLC. Outside of his advisory work, he is chairman of Oberlin - Turnbull, Inc., a funeral home business. Oberlin Wealth Partners provides discretionary investment management, financial planning, retirement plan advisory, family office, and institutional consulting services primarily to individuals, high-net-worth clients, trusts, estates, insurance companies, charitable organizations, and retirement plans. The firm emphasizes fundamental analysis and long-term portfolio management tailored to clients’ risk tolerance and objectives, operating as a single-advisor practice with a focus on customized solutions.

Client services

Based on Oberlin Wealth Partners, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers
Family office services and business consulting

Expertise

Based on Oberlin Wealth Partners, LLC

Wealth management Family Business Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Private / alternative investments

Occupation focus

Based on Oberlin Wealth Partners, LLC

Founder/Business Owner Executive Financial Professional

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Fee options

Fixed

Fixed fee engagements for financial planning, consulting, and business/institutional consulting services based on number of hours at negotiated hourly rate

Percentage

$0+: 0.75% to 1.50% annually (Investment Management Services/Family Office Services) $0 - $5,000,000: up to 3.00% annually (Managed Accounts Program including third-party money managers) $5,000,000 and above+: Negotiable fees at sole discretion of Advisor (Managed Accounts Program)

Commissions

Commission-based compensation through affiliated broker-dealer Oberlin Financial International, LLC and as insurance commissions from insurance product sales

Project-based

Hourly fees up to $500 per hour for financial planning, consulting, business and institutional consulting services

Other

Fee-only: Standalone financial planning or consulting services on hourly basis or fixed fee engagement; hourly fees up to $500 per hour; fixed fees based on negotiated hourly rate and estimated hours

Location

Bryan, OH

208 North Lynn Street

Bryan OH 43506

Advisors at this office

1

Most active in

California · Delaware · Florida · Nebraska · New York · Ohio · Texas

Work history

48 years of industry experience

Oberlin Financial International, LLC

2016 - Present • 10 years

Bryan, OH

Oberlin Wealth Partners, LLC

2012 - Present • 14 years

Bryan, OH

Oberlin Holding Corp.

2002 - Present • 24 years

Bryan, OH

Oberlin Properties, LLC

2000 - Present • 26 years

Bryan, OH

Oberlin Investments, LLC

1999 - Present • 27 years

Bryan, OH

Eco Building Company, LLC

1999 - Present • 27 years

Bryan, OH

Oberlin - Turnbull, Inc.

1972 - Present • 54 years

Bryan, OH

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Blake R

CFP®, Series 65, Series 66, Series 7

Bryan, OH

Cambridge Investment Research Advisors

Blake Rockey, CFP® is a Certified Financial Planner® and fee-based fiduciary advisor registered through Cambridge Investment Research Advisors. Cambridge Investment Research Advisors is a large SEC-registered firm offering services through a network of independent professionals. The independent professionals serve a diverse client base, including individuals, pension plans, charitable organizations, and trusts- using a range of portfolio management and model-based solutions. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services. through a network of independent professionals.

Active portfolio management Roth conversion strategy Retirement income strategy Social Security optimization Wealth management Retired Founder/Business Owner Government Employee Executive Engineering Professional Retired Approaching retirement Established Professionals Mid-Career Professionals Career Changers

Jason D

CFP®, EA

Defiance, OH

Demland Wealth LLC

Demland Wealth is a flat-fee, fee-only fiduciary firm helping Christians retire well and give generously. We serve Christian households who are retired or within five years of retirement — typically with $1 million or more in investable assets — combining retirement income planning, proactive year-round tax strategy, charitable giving, and Biblically Responsible Investing into one comprehensive plan. Our team holds the CFP®, Certified Kingdom Advisor® (CKA®), and Enrolled Agent (EA) credentials, so tax planning is a core competency, not an afterthought. Clients pay one transparent flat annual fee that doesn't increase as their portfolio grows — no commissions, no product sales, no conflicts of interest. Based in Defiance, Ohio, we work virtually with families across the country. A lot of advisors try to be all things to all people — we don't. Our expertise is helping Christian families make the most of what God has entrusted to them, before and during retirement.

General tax planning Retirement income strategy Social Security optimization Baby Boomers (Born 1946-1964) Christian Faith Based
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Ned W

Series 63, Series 65

Archbold, OH

Childs Investment Group, Inc.

Ned Wyse is a financial advisor with Childs Investment Group, Inc. in Archbold, OH, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has worked with firms including 724 Capital, LLC and National Planning Corporation. Outside of advising, he owns and operates Wyse Refrigeration and Appliance Services, a part-time repair service business. Childs Investment Group provides financial planning and advisory services to families, high-net-worth individuals, and various entities. The firm develops tailored financial plans without managing client securities or exercising investment discretion, coordinating with clients’ chosen broker-dealers or third-party advisers for implementation.

General tax planning
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Noah B

Series 63, Series 66

Defiance, OH

Demland Wealth LLC

Noah Buttermore is a financial advisor at Demland Wealth LLC with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Demland Wealth, he worked at Fidelity Investments and held roles in various industries including automotive and accounting. Demland Wealth is a state-registered advisory firm serving individuals, high-net-worth clients, charitable organizations, and businesses with discretionary portfolio management and comprehensive financial planning. The firm focuses on strategic asset allocation complemented by tactical adjustments and combines active and passive investment vehicles alongside fundamental and technical analysis.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement income strategy
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Kirk W

Series 66

Archbold, OH

Childs Investment Group, Inc.

Kirk Weldy is a financial advisor with 16 years of industry experience, currently affiliated with 724 Capital, LLC. He holds the Series 66 designation and has worked at firms including ProEquities, Inc. and Childs Investment Group. Outside of his advisory roles, he serves as an officer and board member of the Archbold Rotary Club and is the head junior varsity baseball coach at his local high school. 724 Capital serves individual and high-net-worth clients, corporations, and employee benefit plans, offering portfolio management, financial planning, and pension consulting. The firm employs a blend of analytic approaches and investment strategies, including long-term trading, margin, and options, with regular account reviews and a requirement that clients use Fidelity Brokerage Services LLC as custodian.

General tax planning
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Michael C

Series 63, Series 66

Archbold, OH

Childs Investment Group, Inc.

Michael Childs is a financial advisor with Childs Investment Group, Inc. He holds Series 63 and Series 66 credentials and has 35 years of industry experience. He serves on the Board of Visitors at Taylor University and holds officer positions in multiple business ventures, including charitable consulting and governance roles with nonprofit organizations. Childs Investment Group provides financial planning and advisory services to families, high-net-worth individuals, and various entities such as trusts, estates, and charitable organizations. The firm develops tailored financial plans without exercising investment discretion and coordinates implementation through clients’ chosen brokers or third-party advisers.

General tax planning
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