OBERLIN WEALTH PARTNERS, LLC

Overview

Oberlin Wealth Partners, LLC is a small, privately owned limited liability advisory firm that focuses on serving individual and family clients. The firm operates as a capital allocator and delivers financial planning and portfolio management for individuals, small businesses and institutions. Its services include pension consulting and the selection of third‑party advisers, reflecting a model that blends in‑house advice with outsourced manager relationships. Investment activity centers on public funds and mutual funds as core building blocks, supplemented by allocations to alternatives. The firm is not an active ESG investor and does not present as a multi‑state adviser. Business relationships extend to broker‑dealers and insurance companies, which the firm uses in support of its client solutions and product access. Fee arrangements include a percentage of AUM plus hourly and fixed‑fee engagements, allowing flexibility across straightforward investment mandates and project‑based planning work.

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Location & Offices