A complete list of active advisors currently associated with O.F.O. Partners, LLC

Warmer can help you find a great advisor at O.F.O. Partners, LLC or one who fits your needs even better.

O.F.O. Partners provides wealth management, investment management and financial consulting to individuals, high‑net‑worth clients, families, trusts, charitable organizations, corporations and estates. The SEC‑registered firm manages about $110 million in client assets across ten client relationships and additionally reports assets under advisement of more than $274 million. The firm constructs customized portfolios using fundamental analysis with a generally long‑term orientation, implementing mutual funds, ETFs, individual bonds and, where appropriate, independent managers or retained legacy positions. For certain separately managed accounts, O.F.O. Partners may employ derivatives and other instruments for hedging or implementation alongside cash management and periodic rebalancing. Distinctive features include a small client base relative to its assets under management, which yields a higher level of advisor attention per relationship, and the availability of project‑based or monthly financial consulting engagements. The firm also operates on an institutional custody platform, conducts ongoing oversight of independent managers, and has limited advisory‑board involvement with private funds, reflecting both direct management and broader advisory roles.

To learn more about the advisors currently working at O.F.O. Partners, 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.