A complete list of active advisors currently associated with Obermeyer Wealth Partners

Warmer can help you find a great advisor at Obermeyer Wealth Partners or one who fits your needs even better.

Obermeyer Wealth Partners provides discretionary investment management and integrated financial planning to a mix of individual clients (including high‑net‑worth households), trusts, pension and profit‑sharing plans, charitable organizations, corporations, and government entities. The firm also facilitates tax preparation and estate‑document services through third‑party providers, offers access to private investment vehicles, and occasionally serves as trustee for client accounts. The firm follows a long‑term, value‑oriented investment approach that emphasizes fundamental company research and valuation, with portfolios composed primarily of common stocks and bonds and supplemented by mutual funds, ETFs, and private strategies. Obermeyer Wealth works with clients and their other professional advisors to establish objectives and risk tolerances, treats cash as an asset class, and continues to offer a dividend‑oriented strategy acquired with Booth Creek Capital Management in 2024. Noteworthy aspects include the firm’s corporate lineage — formed from the 2014 merger of Obermeyer Asset Management and Wood Investment Counsel and the 2024 Booth Creek acquisition — which is reflected in how it presents predecessor performance and maintains some legacy fee schedules for certain clients. Compared with many peers, the firm explicitly lists government entities among its client types, retains the ability to act as trustee (creating custody for some accounts and subjecting certain accounts to surprise CPA examinations), and primarily charges percentage‑of‑AUM advisory fees rather than operating a single standardized fixed‑fee program.

To learn more about the advisors currently working at Obermeyer Wealth Partners, 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.