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

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

Oldfield Wealth Partners is an independent, single‑advisor registered investment adviser that provides discretionary portfolio management and financial planning primarily to individual and high‑net‑worth clients. The firm reports roughly $110 million in discretionary assets under management and advises on a broad set of investments, including equities, mutual funds, ETFs, fixed income, annuities and private placements. The firm builds individualized roadmaps and may use model allocations tailored to each client’s goals, time horizon and risk tolerance, typically operating under discretionary authority to implement those plans. Its methods of analysis include fundamental, quantitative, technical and charting approaches, and it employs both long‑ and short‑term trading as well as higher‑risk techniques such as options, margin transactions and short sales. Distinctive aspects noted in the brochure include an affiliated insurance practice: supervised persons are licensed to sell insurance and the firm discloses and documents the potential conflicts when recommending insurance products. The brochure also states the firm requires clients to use Schwab Institutional custody, explicitly does not participate in wrap fee programs, and provides separately negotiated, fixed‑price financial planning in addition to portfolio management.

To learn more about the advisors currently working at Oldfield 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.