A complete list of active advisors currently associated with Obsidian Investment Advisers, LLC

Warmer can help you find a great advisor at Obsidian Investment Advisers, LLC or one who fits your needs even better.

Obsidian Investment Advisers is a fee‑only registered investment adviser that serves individuals (including high‑net‑worth clients), charitable organizations, foundations and corporate or business clients. The firm provides discretionary portfolio management through separately managed accounts and also offers financial planning and consulting services, including retirement, estate, tax planning and evaluation of private offering documents. The firm’s stated focus is on assessing and managing investment risk, using client‑supplied information to develop a written investment policy statement that guides portfolio construction and the allocation between equity and fixed‑income components. Accounts are maintained at third‑party custodians and the adviser typically operates with discretionary authority consistent with clients’ written guidelines, while offering hourly or negotiated flat‑fee consulting when account supervision is not provided. What is distinctive for a solo independent adviser is the combination of a small, long‑standing practice (in operation since 1999, managing roughly $19.37 million for a relatively small client base) with institutional‑style services — including portfolio management for charitable institutions, foundations, endowments and corporate clients, which is uncommon among peers. The firm is fee‑only, does not custody client assets or vote proxies, and blends institutional practices with hands‑on advisory work.

To learn more about the advisors currently working at Obsidian Investment Advisers, 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.