Ober Financial

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Ober Financial Passionately providing our clients a personalized plan, empowering them to spend life living!

Our firm, led by Derek Ober, CFP® Professional, is dedicated to passionately providing our clients a personalized financial plan, empowering them to spend life living. As financial architects we design a blueprint for our client’s financial success. This individualized approach provides clarity regarding the complexities of our clients’ unique financial situations; resulting in a combined sense of empowerment and comfort as they move through life’s journey. We focus on supporting pre-retirees, retirees worried about asset distribution, and current/former high level corporate employees. We believe that our community and clients deserve a financially secure and bright future. For additional information, call (941) 957-4511 or visit our website at www.derekober.nm.com

A bonus gives you choices: spend some, save some, have a little fun, pay down debt, or invest for the future. If you’re ...
10/27/2026

A bonus gives you choices: spend some, save some, have a little fun, pay down debt, or invest for the future. If you’re not sure how to prioritize, let’s talk through the benefits of each option.
http://spr.ly/6185BGstXd

You spent years building toward retirement. Now’s a good time to make sure your money continues supporting the lifestyle...
10/26/2026

You spent years building toward retirement. Now’s a good time to make sure your money continues supporting the lifestyle and goals you’ve worked hard to achieve. Review your plan before year-end to provide the clarity and confidence to move into next year with stability and peace of mind.
http://spr.ly/6186BGLZdM

This month, I'm celebrating 10 years as a Financial Advisor. These have been some of the most rewarding years of my life...
10/26/2026

This month, I'm celebrating 10 years as a Financial Advisor. These have been some of the most rewarding years of my life. Having the opportunity to grow with my clients and support them through both life's best moments and its challenges has been an incredible blessing. Thank you to everyone who has trusted me along the way. Here's to many more years of growth, guided by God and supported by an amazing team and incredible clients. -Derek

Leave your financial doubts in the rearview mirror as you enter the new year. Let’s go over your plan together, find new...
10/22/2026

Leave your financial doubts in the rearview mirror as you enter the new year. Let’s go over your plan together, find new opportunities, and make sure you’re ready to finish strong.

Higher borrowing costs are raising questions about the artificial intelligence spending boom. Read this week’s market co...
10/20/2026

Higher borrowing costs are raising questions about the artificial intelligence spending boom. Read this week’s market commentary for a closer look at the risks to growth and why diversification remains important. http://spr.ly/6188BHrXDn

Saving for your child’s education can feel overwhelming—but you don’t have to figure it out alone. A 529 plan can be a h...
10/19/2026

Saving for your child’s education can feel overwhelming—but you don’t have to figure it out alone. A 529 plan can be a helpful tool, and I can help you decide how it fits into your broader financial plan. http://spr.ly/6186BGU7JQ

Markets have continued to climb, but leadership has become more concentrated as investors weigh persistent inflation, hi...
10/15/2026

Markets have continued to climb, but leadership has become more concentrated as investors weigh persistent inflation, higher rates, and rising uncertainty. See Northwestern Mutual Wealth Management Chief Investment Officer Brent Schutte’s take on what the shift from broad growth to narrower market leadership could mean for investors. http://spr.ly/6187BH846F

Recent market moves showed how quickly sentiment around artificial intelligence can affect broader indexes. This week’s ...
10/13/2026

Recent market moves showed how quickly sentiment around artificial intelligence can affect broader indexes. This week’s market commentary explains why diversification remains important, even as AI continues to shape market leadership. http://spr.ly/6189BH8itD

Inflation remains sticky and consumers continue to spend. Here’s what the latest data may mean for investors and why a d...
10/06/2026

Inflation remains sticky and consumers continue to spend. Here’s what the latest data may mean for investors and why a diversified plan can help navigate uncertainty. http://spr.ly/6186BGLQ64

Address

2601 Cattlemen Road
Sarasota, FL
34232

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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