Brian Oberle

Brian began his investment advisory career in 1992 after earning a Bachelor of Science degree in economics from George Mason University. He spent 23 years as a regional director of managed investing services at Charles Schwab & Co., followed by a role as vice president and senior wealth manager at Goldman Sachs before joining Mercer Advisors in 2022.

In his role, Brian focuses on introducing prospective clients to the firm and our comprehensive and integrated wealth management solutions for families, businesses, and institutions. As a CERTIFIED FINANCIAL PLANNER® Professional, he collaborates with a dedicated team to deliver clear, relevant, and actionable financial advice tailored to each client’s unique situation. Brian is passionate about understanding each client’s financial journey and helping them reduce anxiety through thoughtful planning and strategic investment allocation.

Motivated by his own family’s experience, Brian is a strong advocate for pediatric cancer awareness. He has spoken nationally on the impact of pediatric illness on family dynamics and currently serves as a parental advisor on the board of the Casey Cares Foundation. He also volunteers as a youth baseball and basketball coach for the Olney Boys & Girls Club, serves as a public health volunteer with Maryland Responds (the state’s Medical Reserve Corps), and mentors young adults through 3rd Decade, a nonprofit focused on building healthy financial habits.

Brian lives in Montgomery County, Maryland, with his wife and their three children. In his spare time, he enjoys playing tennis and softball, and collecting historical baseball memorabilia.