Oberlin Wealth Partners, LLC

Overview

Oberlin Wealth Partners describes its practice as boutique investment management and family office services. The firm develops investment management solutions using internal and external resources, and consolidates reporting across brokerage, investment, hedge fund, private equity, and direct investments. Customized quarterly statements and annual financial organizers help organize the family’s financial picture.¹

Leadership

Earl C. Oberlin III is CEO and Chief Compliance Officer of Oberlin Wealth Partners. His employment with the firm began in April 2012.²

Services

The firm provides family business consulting and succession planning designed to align family values with business and economic goals. It also stress tests financial plans to evaluate whether they are likely to meet intended outcomes.¹

Oberlin Wealth Partners supports family governance through trustee and protector selection and training, estate planning coordination, and next generation education. Its philanthropic services include family giving, private foundation advisory, charitable vehicle structuring, foundation governance, and multigenerational objectives.¹

The firm works with clients’ accountants on income tax projections, estimated payments, alternative minimum tax, incentive stock option planning, and tax filing coordination. Additional services include balance sheet and cash flow management, outsourced bookkeeping coordination, and liquidity planning.¹

Concierge medicine support helps family members connect with healthcare resources.¹

What the firm offers

• Investment management
• Tax planning
• Estate planning
• Trust and fiduciary
• Philanthropy
• Family governance and education
• Administration and bill pay
• Private and alternative investments

Client Focus

The firm’s services are designed for families managing interconnected investment, business, tax, governance, estate, healthcare, liquidity, and philanthropic needs. Its family business and succession work addresses both family values and economic goals, while its reporting and planning services coordinate information across a broad range of assets and advisers.¹

Approach

Oberlin Wealth Partners says it combines internal and external resources to develop investment management solutions. Its planning approach includes financial plan stress testing, consolidated reporting, coordination with accountants, family governance support, and preparation for multigenerational objectives.¹

Regulatory Status

Oberlin Wealth Partners is identified in its current Form ADV as an investment adviser with CRD number 164912. The filing shown is dated June 26, 2026.³

FAQs

Related resources

• LocationMultifamily offices in Ohio

  This Ohio directory helps families and business owners compare multifamily office providers serving the region. It gives context for reviewing service areas such as investment management, tax planning, estate planning, fiduciary work, philanthropy, and family administration when considering Oberlin Wealth Partners.

• Network siteEstatePlanner.com

  EstatePlanner.com offers practical guides on wills, trusts, estate planning, and related decisions. Readers can use these materials to prepare questions about how an investment manager or family office might coordinate estate structures with tax planning, fiduciary responsibilities, family governance, and charitable goals.

• GuideMFO vs SFO vs virtual family office

  This comparison explains how multifamily offices differ from single family offices and virtual family offices. A family weighing Oberlin Wealth Partners can use it to consider privacy, staffing, technology, administrative support, and whether a shared or dedicated model fits its financial and governance needs.

• GuideThe annual MFO review

  The annual MFO review provides a recurring view of firms, services, and market developments in the multifamily office sector. Readers can use it to frame questions about investment management, private and alternative investments, administration, bill pay, family education, and the types of families each provider serves.

• Similar firmsWellspring Family Office
  CM Wealth Advisors LLC
  Fairway Wealth Management

  Profiles of Wellspring Family Office, CM Wealth Advisors LLC, and Fairway Wealth Management offer additional points of comparison on this site. Reviewing their stated services and client focus can help a family or business owner clarify which capabilities matter most, including fiduciary support, planning, investments, governance, and administration.

Sources

1. Oberlin Wealth Partners Services
2. SEC Investment Adviser Individual Report for Earl C. Oberlin III
3. SEC Form ADV for Oberlin Wealth Partners, CRD 164912

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.