Oberlin Wealth Partners

Finance · Ohio, United States · 1-10 Employees

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Overview

Headquarters

208 N Lynn St, Bryan, Ohio, 43506, Unite...

Phone Number

(419) 636-1141

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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About Oberlin Wealth Partners

OBERLIN Wealth Partners offers a range of financial services including wealth management, investment advisory, risk management, business advisory, estate planning, and lifestyle asset management. The firm also provides family counseling and governance to support their clients' financial well-being. Their intended clients are individuals and families seeking comprehensive financial planning and management solutions. With a focus on personalized service, OBERLIN Wealth Partners aims to help clients achieve their financial goals.Explore more
Oberlin Wealth Partners's Social MediaPopular SearchesOberlin Wealth Partners LLCOberlin Financial CorpOBERLIN Wealth PartnersOberlinOberlin Financial International LLCSIC Code 62,628NAICS Code 52,523Show more

Oberlin Wealth Partners Org Chart

CO
United States flag for contact location.

Chairman & Chief Executive Officer

PhoneEmail
CH
United States flag for contact location.

Director, Operations

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Oberlin Wealth Partners

<$5M
1-10
Private
<$5M
2000
CO
Cliff OberlinChairman & CEO
$9.1M
11-50
Private
<$5M
1975
Diana Belger, Chief Operating Officer at FCA Corp
Diana BelgerChief Operating Officer
<$5M
11-50
Private
<$5M
2005
AG
Aleen GordonFinancial Planning Assistant
<$5M
1-10
Private
-
1979
Joseph Dowling, Chief Executive Officer & Chairman at The Dowling Group
Joseph DowlingCEO & Chairman
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
2006
VP
Veronica PineLead Client Intake Administrator
<$5M
11-50
Private
-
2005
AJ
Aaron JohnsonClient Relationship Manager
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Oberlin Wealth Partners is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Oberlin Wealth Partners is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Oberlin Wealth Partners.

Oberlin Wealth Partners financials insights

Gather financial insights about Oberlin Wealth Partners, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2021

Debt

$95K

See All Oberlin Wealth Partners's Financials Insights

Oberlin Wealth Partners Tech Stack

A closer look at the technologies used by Oberlin Wealth Partners

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Frequently Asked Questions Regarding Oberlin Wealth Partners

What is Oberlin Wealth Partners's official website?
Oberlin Wealth Partners's official website is www.oberlinwealth.com
What is Oberlin Wealth Partners's Revenue?
Oberlin Wealth Partners's revenue is <$5 Million
What is Oberlin Wealth Partners's SIC code?
Oberlin Wealth Partners's SIC: 62,628
What is Oberlin Wealth Partners's NAICS code?
Oberlin Wealth Partners's NAICS: 52,523
How many employees does Oberlin Wealth Partners have?
Oberlin Wealth Partners has 1-10 employees
What industry does Oberlin Wealth Partners belong to?
Oberlin Wealth Partners is in the industry of: Finance, Securities Trading
What is Oberlin Wealth Partners competition?
Oberlin Wealth Partners top competitors include: Family Office Services, FCA Corp, Fountainhead Wealth, Rogers Financial Group
What technology does Oberlin Wealth Partners use?
Some of the popular technologies that Oberlin Wealth Partners uses are: Google Font API, Microsoft 365, GoDaddy DNS, Microsoft Exchange Online
How do I contact Oberlin Wealth Partners?
Oberlin Wealth Partners contact info: Phone number: (419) 636-1141 Website: www.oberlinwealth.com
What does Oberlin Wealth Partners do?

OBERLIN Wealth Partners offers a range of financial services including wealth management, investment advisory, risk management, business advisory, estate planning, and lifestyle asset management. The firm also provides family counseling and governance to support their clients' financial well-being. Their intended clients are individuals and familie... s seeking comprehensive financial planning and management solutions. With a focus on personalized service, OBERLIN Wealth Partners aims to help clients achieve their financial goals.Read More

What are Oberlin Wealth Partners social media links?
Oberlin Wealth Partners Linkedin page
Is Oberlin Wealth Partners a public company?
Oberlin Wealth Partners is private company therefore does not currently have an official ticker symbol
See more information about Oberlin Wealth Partners

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