Oberlin Wealth Partners, LLC
Oberlin Wealth Partners, LLC (CRD# 164912) is a financial advisory firm headquartered in Bryan, OH. They manage $22,027,921 in 37 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management22MILLION
Total Number of Accounts37ACCOUNTS
Average Account Value$595,349
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
FL, NY, OH
Earl Oberlin (CRD# 847192) is an Investment Advisor Representative working at Oberlin Wealth Partners, LLC in Bryan, OH and has over 32 years of experience in the finance industry. Earl Oberlin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.