At Obel Financial Advisors, we believe that wealth is not built by chance — it’s built by choice.
Every financial decision, every strategy, and every goal you pursue deserves thoughtful planning and expert guidance. Our mission is simple: to help our clients build, protect, and transfer wealth with confidence.
With more than two decades of experience in wealth management, financial planning, and retirement income strategies, we understand that financial success looks different for everyone. That’s why we take the time to understand your values, priorities, and long-term vision before crafting a plan designed just for you. Whether you’re an individual planning for retirement or a business owner seeking strategic growth, we bring clarity and structure to your financial journey.
Founded by Emmanuel Obel, a seasoned financial advisor with an MBA in Finance from Golden Gate University, our firm combines analytical precision with a personal touch. Emmanuel’s passion for helping people achieve financial freedom drives every relationship we build. Beyond the numbers, he’s a lifelong learner, a soccer enthusiast, and an avid traveler — qualities that reflect his belief in balance, exploration, and purpose.
Our Guiding Values
Integrity in Every Decision
We believe that trust is earned through transparency. Every recommendation we make is rooted in honesty, objectivity, and your best interest — not ours.
Strategy with Purpose
We don’t just manage assets; we design strategies that align with your life goals. From risk management to retirement income, every plan is built to stand the test of time.
Partnership for Life
Financial success isn’t a one-time achievement — it’s a lifelong journey. We’re here to guide you through every milestone, market turn, and opportunity that comes your way.
Ready to Take Control of Your Financial Future?
Let’s build a plan that works as hard as you do.
