Hesmer Wealth Management LLC dba Oak Harbor Wealth Partners
At Oak Harbor Wealth Partners, we work solely for the needs of our clients, not the bottom line of a bank or insurance company. We take a fiduciary approach to wealth management, assisting individuals, families and businesses in all aspects of their financial well-being. Putting our clients first in all we do is our core mission.
By combining an institutional approach to money management with a proactive attitude to financial planning strategies, we give our clients the best of both worlds. Our depth of knowledge and expertise includes Certified Financial Planner™ certificants.
We charge a percentage fee on assets under management or a flat fee for planning services and feel this is the best way to mitigate many of the conflicts of interest that exist when seeking financial advice.
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.

