Oldfield Wealth Partners

Oldfield Wealth Partners is an independent registered investment adviser with roughly $101 million in assets under management that serves individual and high‑net‑worth clients as well as a limited number of pension and profit‑sharing plan clients. The firm provides discretionary and non‑discretionary portfolio management, financial planning, and retirement‑account advice, and typically recommends equities, mutual funds, fixed‑income, ETFs (including precious‑metal ETFs), TIPS, private placements and insurance products such as annuities.

The firm tailors programs to each client through an initial interview and uses model allocations together with customized recommendations, operating under a fiduciary standard for both investment and retirement accounts. Its investment process draws on multiple methods of analysis — fundamental, quantitative, technical, cyclical and charting — and can include long‑ and short‑term trading as well as higher‑risk strategies such as options, margin and short sales.

Oldfield Wealth Partners is distinctive among independent advisers in acting as sponsor and portfolio manager of a wrap‑fee program, a relatively uncommon arrangement, and in maintaining an affiliation with insurance activities; supervised persons are licensed to sell insurance and annuities and the firm discloses and manages the associated conflicts. The firm’s client mix, including pension/profit‑sharing plans, and its combination of one‑time written financial plans with optional ongoing discretionary management are also notable relative to typical peers.