Meet the Team
As a client, it is important that you surround yourself with a team of people that will look out for your best interest. At OBN Wealth Advisors, we recognize that no one has the answers to all of life's problems. When the need arises, we will work with you on finding a professional to assist with issues beyond the scope of your financial and advisory services. This may include assisting with finding an attorney for estate planning needs, a CPA for tax planning needs or a bookkeeper for business needs. We do not receive any referral fees for assisting you in finding key members to your team of advisors.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
President & Founder
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.