oglesby wealth strategies, llc

about us

what are you waiting for?

get started with our process

At Oglesby Wealth Strategies, we understand that the path to retirement is filled with both opportunities and challenges. Oglesby Wealth Strategies is committed to walking alongside you, offering personalized financial solutions tailored to your unique aspirations and circumstances. With a comprehensive approach and a deep understanding of the intricacies of wealth management, we aim to ensure your financial journey is smooth and well-guided.

Connect

First, we meet to discuss your current situation, and what you dream for your retirement.

analyze

With a clear understanding of your financial situation, we conduct a thorough analysis and pinpoint where we can offer guidance.

implement

We design a plan unique to you, and once we've reached a consensus on your choices, we launch your plan!

who we serve

wealth management focused on you

At Oglesby Wealth Strategies, we have a commitment to personalized service and a deep understanding of the complexities of finance, we craft tailored strategies that align with your unique aspirations.

You’ve worked hard to build your future. Now, it's time to protect and enjoy it. We’ll help optimize your tax strategies, investment portfolio, and income distribution plan while you pursue your next adventure.
Professors and professionals often have specific financial considerations, such as managing retirement plans, optimizing investments, handling complex tax situations, and planning for education expenses. We offer services to help these clients navigate their financial journey and make informed decisions to secure their financial future.
Wealth planning can provide solutions that help transfer wealth to future generations optimally and effectively. Planning provides security and peace of mind, knowing that the family's finances are well-managed with an aim of achieving long-term prosperity.
meet our founder

Mindy Oglesby, CFP®

Founder and CEO

Mindy Oglesby, Founder and CEO of Oglesby Wealth Strategies LLC, has been working in the financial industry for over 2 decades. She knows the financial industry plays a crucial role in every individual’s life and she is passionate about her ability to help her clients achieve financial success. Mindy is a CFP® (Certified Financial Planner) that specializes in providing professional advice and guidance to individuals, families, and businesses regarding their financial goals and well-being. She understands each client has their own set of unique financial needs, and believes everyone could benefit from one lesson: the importance of long-term planning. Her primary goal with each client is to help them make informed decisions about their finances and develop strategies to reach their financial objectives and work toward a peace of mind. Mindy received her Bachelor’s Degree in accounting from the University of Georgia. She later attended Emory University and received her certificate of financial planning and passed the rigorous exam to become a Certified Financial Planner™. After graduation, she never left the beautiful town of Athens! She now lives there with her three children and their goldendoodle. When not spending time at her children’s various sporting events, rooting on the Dawgs or helping out in her community, Mindy loves to travel. She enjoys traveling anywhere, and her favorite place so far has been Australia with her children.

Together, let's chart a course that helps lead to financial success and peace of mind

Through transparent communication, expert guidance, and a steadfast focus on your financial well-being, we aim to be your trusted partner in navigating the intricate landscape of wealth management.
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