Oread Wealth Partners
Oread Wealth Partners is a fiduciary, fee-only financial planning & wealth management practice with a focus on helping physicians and business owners align their finances with what's important in their life.
From tax efficient retirement plan withdrawals to helping create & implement an estate plan, our focus is creating a great experience for clients, providing transparency into your finances, & helping you make better decisions to achieve the goals and objectives unique to you.
Curious to learn more? Consider contacting us via the form on the right of your screen!
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.

