Advisory Planning Services with a Primary Focus On Wealth Building Strategies for Women

Advisory Planning Services with a Primary Focus On Wealth Building Strategies for Women

Fundamentally speaking, there is not a huge difference in financial planning for woman verses planning for men. We all share similar goals: maximize wealth potential, minimize costs and inefficiencies and reduce risk. Concerning investing, we should all strive to make sure we have multiple buckets of wealth in place to weather any storm that may occur in our lifetime. Yet, unlike men, women face many unique circumstances that men will not encounter.

A Few Challenges Women Face

A Few Challenges Women Face

  • Longevity
  • Pay Disparity
  • Shorter Working Careers
  • Fewer Financial Resources

OBN Wealth Advisors is eager to assist you in making sound financial decisions that will help you move closer to your personal financial goals and help you be better prepared for any rainy day. We want you to live an abundant life.

Our website is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search our website, feel free to send us a note with any questions you may have about any particular financial concepts. We promise to get back to you as promptly as possible with a thoughtful answer.

Words of Wisdom

"The investor of today does not profit from yesterday's growth."

- Warren Buffet

Meet the Team

Services

Services

We create strategies tailored to your goals.

Learn more

Independence

Independence

Without any conflicts of interest we put your needs first.

Learn more

Trust

Trust

We enjoy building trusted relationships that span generations.

Learn more

Have a Question?

Thank you!
Oops!