A complete list of active advisors currently associated with Obel Financial Advisors

Warmer can help you find a great advisor at Obel Financial Advisors or one who fits your needs even better.

The firm provides portfolio management, written financial planning and the selection and monitoring of third‑party investment advisers for individuals, high‑net‑worth clients, charitable organizations, pension plans and businesses; as a single‑advisor registered investment adviser it reports managing roughly $794,000 for five clients. Clients receive individualized plans and quarterly account statements from independent custodians rather than custody by the firm. Investment management is primarily non‑discretionary: the firm applies a proprietary analysis system and individualized asset allocation process, and it contacts clients for trade authorization prior to execution, with periodic reviews and annual meetings to update goals. The firm also prepares written financial plans and may recommend unaffiliated third‑party advisers when a client’s circumstances or account size make that appropriate. Noteworthy differences from many peers include the owner’s ongoing licensed activity as a life and health insurance agent (about 20 hours per week), which generates commission compensation for insurance sales and is disclosed as a potential conflict of interest. It is also uncommon for a one‑advisor independent RIA to serve institutional clients while operating primarily on a non‑discretionary basis and actively offering third‑party adviser selection and monitoring.

To learn more about the advisors currently working at Obel Financial Advisors, 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.