I have a passion for helping the serious, long-term investor achieve their financial goals. I'm committed to educating our clients through our ongoing process of monitoring goals and objectives through various life stages.
Developing your personalized long-term strategy encompasses understanding your tolerance for risk, documenting goals, tracking investment performance and progress towards goals, implementing tailored advice and guidance, and conducting regular reviews. Our process allows us to help you to stay on track while we can focus on what we can control.
In 2009, I began my career with Edward Jones as a financial advisor in the Back Mountain area. I enjoy helping individuals, families and small business owners achieve that of which is most important to them. We strive to make a meaningful and positive impact in our clients' lives on a daily basis. We provide exceptional client service in a professional, personal and friendly manner from our office in Dallas, PA.
Originally from Baltimore, MD, I graduated from Messiah College in 2008 with a bachelor's degree in marketing and earned an MBA from Misericordia University in 2016. I also hold the Accredited Asset Management Specialist™ professional designation through the College for Financial Planning®.
In 2021 I was ranked as America's Top Next-Gen Wealth Advisors by Forbes. And recently in 2022, I was named among the Forbes Best-in-State Wealth Advisors ranking. [Source: Forbes.com – April 2022; data as of 6/30/21]
I reside in Shavertown, PA with my wife, Rachel, and three active children, Penelope, Teo and Brodie.
My Personal Interests
- Animal Rescue
- Personal Fitness
- Spending Time with Family
- Coaching Sports
Phone NumberTed Oberg at (570) 675-3335
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