Brian Oberle

Brian began his investment advisory career in 1992 after obtaining a bachelor of science degree in economics from George Mason University. He enjoyed a 23-year career at Charles Schwab & Co. as a Regional Director of Managed Investing Services before joining Goldman Sachs as a Vice President and Senior Wealth Manager. Brian’s focus at Mercer Advisors is on providing ethical and integrated solutions that bring together all aspects of a client’s financial life. As a CERTIFIED FINANCIAL PLANNER™ professional, he works with a team that’s committed to providing clear, relevant, and actionable financial advice for every situation. Brian resides in Montgomery County, Maryland, with his wife and their three children. He’s raised awareness of pediatric cancer by speaking on behalf of national organizations about its effect on family dynamics. He also enjoys coaching youth baseball, playing tennis and softball, and collecting historical baseball memorabilia.