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 related financial planning to individuals (including high‑net‑worth clients), trusts, pension and profit‑sharing plans, charitable organizations, corporations, and government entities. The brochure describes ongoing portfolio management as the core service and also documents referrals for tax preparation, estate‑document generation via a third‑party platform, access to private investments, and the option for trustee or secured‑loan arrangements. The firm’s investment approach is long‑term and value‑oriented, emphasizing fundamental company analysis, valuation, and a portfolio mix of researched common stocks, bonds, mutual funds, and ETFs with generally low turnover. Obermeyer also notes it continues a dividend‑oriented strategy acquired with Booth Creek Capital Management and treats cash as an asset class while coordinating with clients’ other professional advisors. Obermeyer traces its record to predecessor firms (a 2014 merger and a 2024 acquisition) and discloses predecessor performance from those legacy businesses in its materials. Compared with many multi‑team peers, the firm explicitly works with state and municipal government clients, typically charges percentage‑of‑AUM fees under a published sliding schedule rather than a standard fixed‑fee product, and will on occasion serve as trustee for client accounts, which can create custody arrangements.

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.