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News

Obermeyer Wood Recognized by Forbes as Best-in-State Independent Advisor Thumbnail

Obermeyer Wood Recognized by Forbes as Best-in-State Independent Advisor

Last month, Forbes and SHOOK Research released the 2022 ranking of Best-in-State Wealth Advisors. Our firm was honored to be represented on the list by Wally Obermeyer, Ali Phillips, and Dana Nightingale, CFA, CFP©. In addition to being recognized as the highest-ranked independent advisory in Colorado, we were the only such firm in the state to have three advisors ranked in the top 50 on the list.

Obermeyer Wood News - Spring 2022 Thumbnail

Obermeyer Wood News - Spring 2022

We begin this quarter’s commentary by acknowledging the tragedy in Ukraine. The death toll and physical infrastructure losses remain mostly shrouded in the fog of war, but they are devastating. The spirit of the Ukrainian people in the face of such darkness has been inspiring. We are encouraged by the swift and united response to the invasion by world leaders in the form of the most punitive sanctions ever to be placed on one country.

Video: Obermeyer Wood Quarterly Investment Outlook - Spring 2022 Thumbnail

Video: Obermeyer Wood Quarterly Investment Outlook - Spring 2022

In our latest quarterly investment outlook video, Wally Obermeyer, President and Co-Founder, shares his thoughts on the economic and market trends we are keeping a close eye on heading into the rest of 2022. We are watching the Fed, geopolitical developments, and the economy closely, and adjusting client portfolios to balance short-term risk with long-term opportunity.

Obermeyer Wood Recognized in Barron’s Top 1200 Financial Advisor Ranking Thumbnail

Obermeyer Wood Recognized in Barron’s Top 1200 Financial Advisor Ranking

Wally Obermeyer and Ali Phillips, representing the entire team at Obermeyer Wood Investment Counsel, have been named to Barron’s 2022 ranking of the Top 1200 Financial Advisors in the country. We are honored to be recognized as the highest-ranked independent advisory in the state. And for the second year in a row, Obermeyer Wood is the only independent firm in Colorado with two advisors on the list.

Obermeyer Wood News - Winter 2022 Thumbnail

Obermeyer Wood News - Winter 2022

2021 was a year of recovery and economic resurgence. Despite the progress on reopening and corporate successes, 2022 doesn’t feel like the fresh start it is supposed to be. Read our latest newsletter and market analysis, which also offers a suggested digital detox for 2022, introduces our firm's new podcast, and provides a firm update on new hires and recent promotions.