Oglesby Wealth Strategies LLC

05/28/2026

Qualified vs. non-qualified accounts: what is the difference? Taxes, flexibility, and having options later in life. ⛅️

Where you save your money can have a major impact on how you access it in retirement, how much you pay in taxes, and how flexible your financial plan can be when unexpected expenses come up.

A well-rounded retirement strategy isn’t just investment diversification, it’s tax diversification too.

Want help understanding the difference and what it means for you? Follow along and leave a comment below! 📌

05/25/2026

This Memorial Day, we remember those who gave everything in service to our country. Wishing everyone a safe and meaningful holiday weekend. 🇺🇸 🗽

05/21/2026

Many women are still told they should avoid risk, leave investing to someone else, or wait until they earn more to start building wealth. In reality, building long term financial confidence often starts with small, consistent steps and the willingness to learn along the way. 👛

Learn more here ➡ https://www.kiplinger.com/personal-finance/myths-that-hold-women-back-from-financial-success

05/12/2026

Graduation season is exciting! But college costs can add up fast... 🎓📚

That’s why starting a 529 plan early can make such a big difference. The earlier you begin saving, the more time your money has the potential to grow for future education expenses. Even small contributions over time can help create more growth potential in the long run.

When it comes to saving for education, starting early is one of the smartest lessons of all 💡 We can help! Leave a comment below or reach out for more information on how to start a college savings plan for your child.

05/07/2026

It was such a pleasure attending the Oconee County Chamber of Commerce-Georgia Women in Business Luncheon yesterday! We loved the opportunity to sponsor the event, connect with so many inspiring women-owned businesses within our wonderful community, and share our story. We also enjoyed hearing about the incredible work others are doing in the area. Events like this are a wonderful reminder of the strength, support, and collaboration our local business community offers, and we are truly grateful to be a part of it.

A special thank you to The Garden in Bogart for hosting the luncheon at your beautiful, newly renovated venue. It was the perfect setting for this event. And thank you to the Oconee Chamber of Commerce for continuing to support local businesses and entrepreneurs throughout our community. We’re already looking forward to the next event!

04/14/2026

We are so excited to introduce our tiniest investor. Congratulations to him and his amazing parents!!

03/10/2026

"The BIG money is not in the buying or selling, but in the waiting."-Charlie Munger

We have great strategies to help you achieve financial freedom.

02/21/2026

“How many millionaires do you know who have become wealthy by investing in savings accounts? I rest my case.”

Robert G. Allen

02/11/2026

“Compound interest is the eighth wonder of the world. He who understands it, earns it; he who doesn't, pays it.”

Albert Einstein

09/28/2025

We had the best Open House. We are excited to announce we are finally in our new and improved office.

Thank you to all the clients who have trusted us to help them with their financial plan and secure their future success. We look forward to serving you and the new ones to come.

We want to take a moment and thank all those who made all this possible. We lead our business with integrity and thank God for his guidance and walking with us every step of the way to get us here. We are excited what the future holds for Oglesby Wealth Strategies.

Thank you, John Hadden, for listening and bringing our vision of our space to life. Every thing is beyond what we could have imagined. By far the best builder, and you made it so easy to work with. Thank you, Jennifer Hadden, for the delicious 10 feet of charcuterie and all the amazing ideas to make our event a blast. Thank you also for coming out of retirement to help us with pictures of us and our new space. Thank you, Kristen Benton, for the great experience of having photos taken and we loved working with you. We can’t wait to see how they all turned out. All the flowers were perfect because of Moore’s Flowers & Kasey. You nailed it. We love partnering with you. Thank you, Kimble Crane, for the phenomenal voice and music for all our guests. We could sit and listen for days! Thank you, Yami, for being a great server with such an inviting smile.

Thank you to all our friends and family who have cheered us on all these years and came from far and wide to celebrate with us. Thank you Janna & Jill for jumping in to help us afterwards with clean-up! It was so appreciated.

And thank you to the most amazing operations manager, Sarah Metcalfe! You went above and beyond to make our business and events successful. This open house was a win because of your hard work.

Come check us out.

09/26/2025