A complete list of active advisors currently associated with Obar Wealth Management LLC
Warmer can help you find a great advisor at Obar Wealth Management LLC or one who fits your needs even better.
Obar Wealth Management is a fee-only, independent registered investment adviser that provides investment management, financial planning (both ongoing and project-based), and tax preparation services to individuals, high-net-worth clients, and corporations or other businesses. The firm states it offers business planning, employee benefits optimization, estate planning, retirement planning, and cash flow analysis as part of its planning services. The firm’s investment approach emphasizes asset allocation and Modern Portfolio Theory, with portfolios constructed using mutual funds, ETFs, individual securities, and the occasional use of third‑party Outside Managers on a discretionary basis. Clients can request investment restrictions or socially responsible/ESG overlays, and the firm monitors holdings and uses custodial platforms (including Schwab, Fidelity, and Altruist) to execute and custody client accounts. Noteworthy for an independent adviser, the firm discloses that it provides portfolio management to corporations and other institutional-type clients in addition to individuals—an offering that is uncommon among peers. The brochure also shows a small client roster and modest assets under management (about $2.28 million across the firm) and discloses that the principal maintains an outside fintech consulting business; prospective clients should consider these operational details when evaluating the firm’s capacity and service model.
To learn more about the advisors currently working at Obar 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 |
|---|---|---|
Lake Forest, IL
| 7
|
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