A complete list of active advisors currently associated with Oberlin Wealth Partners, LLC
Warmer can help you find a great advisor at Oberlin Wealth Partners, LLC or one who fits your needs even better.
Oberlin Wealth Partners provides discretionary investment management, financial planning, retirement plan advisory, family office, and institutional consulting services to individuals, high‑net‑worth clients, trusts, estates, insurance companies, charitable organizations, and retirement plans. The firm offers customized solutions that may include mutual funds, separately managed accounts, individual securities, alternative investments, and referrals to unaffiliated sub‑advisors or managed account platforms. The firm’s investment process emphasizes fundamental analysis and a primarily long‑term orientation, with portfolios constructed to match each client’s risk tolerance, time horizon, and objectives; accounts are monitored continuously with at least annual client reviews. OWP may implement strategies through custodial and platform relationships (including Pershing and Schwab and managed account programs), retain legacy positions for tax or transition reasons, and in some cases recommend non‑purpose lending arrangements. Distinctive features disclosed in the brochure include that the firm operates as a single‑advisor practice managing roughly $32.3 million across a small number of client relationships while maintaining affiliations with an associated broker‑dealer and an insurance agency, through which the firm’s principal may implement commissionable securities and insurance transactions (a disclosed conflict of interest). The firm also offers high‑touch family office services for ultra‑high‑net‑worth families (a stated $50 million minimum), works with insurance company and non‑U.S./institutional clients, and the principal’s other business and advisory roles (real estate, operating businesses, and an advisory board role) are noted as potential additional conflicts for clients to consider.
To learn more about the advisors currently working at Oberlin Wealth 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.
Name |
Location |
Years of experience |
|---|---|---|
Bryan, OH
| 48
|
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