A complete list of active advisors currently associated with Hesmer Wealth Management LLC
Warmer can help you find a great advisor at Hesmer Wealth Management LLC or one who fits your needs even better.
Hesmer Wealth Management LLC, doing business as Oak Harbor Wealth Partners, provides advisory services primarily to institutional clients and employee benefit plans, with offerings that include institutional consulting, pension and retirement plan consulting, portfolio management, and third‑party manager referral and oversight. The firm explicitly documents plan‑level ERISA consulting and limited engagements for plan participants in written ERISA Consulting Agreements and Limited Engagement for Plan Participants Agreements. The firm’s working approach emphasizes investment policy documentation and manager selection rather than heavy direct security selection, preparing Investment Policy Statements and using model portfolios or unaffiliated third‑party money managers where appropriate. Oak Harbor conducts documented due diligence and ongoing oversight of recommended third‑party managers—reviewing philosophy, performance, fees, regulatory status, and operations—and provides non‑discretionary plan‑level advice, participant education, and, when agreed, facilitation of held‑away account monitoring via third‑party platforms. Noteworthy for a newly registered SEC adviser (registration effective February 10, 2026), Oak Harbor highlights services that are uncommon among peers in its category: formal pension/retirement plan (ERISA) consulting and the selection/oversight of other advisers. The brochure discloses the firm’s ERISA fiduciary role (including adherence to PTE 2020‑02 and the Impartial Conduct Standards), its emphasis on manager‑selection processes, and that the adviser entered operations recently and reported no assets under management as of the initial filing.
To learn more about the advisors currently working at Hesmer Wealth Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Carmel, IN
| 8
| |
Raleigh, NC
| 13
|
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