Osterbur Patel Wealth Management of Raymond James

Your family's future your vision and values

Wealth is measured by the things in our lives it can empower. Comfort for families, support for ideas and aspirations, and confidence in the future – these are the things that matter most. These are the things we help our clients pursue with financial guidance tailored specifically for their lives.

At Osterbur Patel Wealth Management of Raymond James, we offer more than professional financial guidance, we offer partnership, advocacy and our full commitment to your vision and values.

Dedicated to serving as your advocate and trusted partner

Abbie Osterbur, CFP^®, CPFA™

Vice President, Wealth Management

Niralee D. Patel, CFP^®

Vice President, Wealth Management

Senior Registered Client Service Associate

We address your priorities and collaborate with you in creating a custom financial plan

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Strategies for preserving your assets and providing monthly income for your retirement

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Financial guidance from a women's perspective to address your unique goals and concerns

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Helping those approaching retirement plan and prepare for this most significant transition

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Financial and fiduciary guidance for plan sponsors, and education for plan participants

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Money touches so many areas of your life, so we manage more than just the Wall Street stuff.

Home Callouts

Before we put our heads together, we start by using our ears – listening carefully to every word you say.

Home Callouts

Your legacy is so much more than what you’ll someday leave behind. It’s a living reflection of who you are.

Home Callouts

We build very warm relationships with our clients. In fact, we're 180 degrees from stodgy financial advisors.

Abbie Osterbur, CFP^®, CPFA™
Vice President, Wealth Management