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

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

Oread Wealth Partners serves individuals (including both non‑high‑net‑worth and high‑net‑worth clients), charitable organizations, and corporations, providing discretionary investment management, portfolio supervision, and ongoing comprehensive financial planning. With about $17.3 million in assets under management across roughly 20 client relationships, the firm develops individualized investment policies and asset‑allocation targets and supports clients through periodic reviews and updates. The firm’s investment approach is grounded in Modern Portfolio Theory, emphasizing diversification, long‑term horizons, and asset‑allocation-driven portfolio construction, while allowing client‑imposed restrictions and tax considerations. Oread Wealth Partners routinely uses third‑party managers and platforms—naming XY Investment Solutions, Betterment Advisor Solutions, and SyntheticFi among its sub‑advisors—and may implement model portfolios or TAMP offerings when appropriate. Noteworthy distinctions include serving charitable organization clients (explicitly listed among its client types), managing “held‑away” retirement and similar accounts via Pontera by using client‑granted online access without accepting custody, and incorporating those held‑away assets into its reporting and fee calculations. The firm’s use of both a digital wrap platform (Betterment) and a sub‑advisory relationship with SyntheticFi for synthetic/option‑oriented implementations, combined with a small, closely managed client base, differentiates it from many peers.

To learn more about the advisors currently working at Oread 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.