Oberlin Wealth Partners (“OWP”) is a boutique Independent Registered Investment Advisor and Multi-Family Office. We offer our dynamic framework of systems, partners and experience to provide the unique management our elite clients’ deserve. We understand that the needs of wealthy families differ significantly from those of typical families; therefore we combine our years of experience and expertise to ensure our clients’ goals are met.
OWP utilizes both internal and external resources to develop solutions for clients in areas such as: Investment Management, Risk Management, Business Advisory and Estate Planning. OWP’s holistic approach strives to offer appropriate solutions and advice to wealthy families around the world. As we are a fee based investment advisor, we eliminate any conflicts of interest that may arise at prevalent investment firms and we exclusively align our objectives with those of our clients.
