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Oglesby Wealth Strategies
At Oglesby Wealth Strategies, LLC, the mission is to empower individuals, families and businesses to make informed and confident decisions towards their...
Overview
At Oglesby Wealth Strategies, LLC, the mission is to empower individuals, families and businesses to make informed and confident decisions towards their financial goals and needs. Through strategic wealth management, the firm helps clients achieve their goals in this lifetime and leave a legacy for generations to come. Services focus on personalized financial planning and wealth management, including retirement strategy, tax-efficient planning, legacy and estate planning, and risk management.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
Watkinsville
Corporate office
Santa Rosa Beach, FL, United States
Principals
T. Michael Oglesby
Managing Member
Sector focus
Frequently asked questions
Who runs investment decisions at Oglesby Wealth Strategies?
T. Michael Oglesby serves as Managing Member and controls investment decisions. He brings operating background from founding and scaling Medical Business Resources, a healthcare billing company sold prior to the office's formation. The investment team is lean, with key decisions centralized rather than delegated to outside managers.
How does Oglesby Wealth Strategies source its private credit deals?
The office sources credit opportunities through a longstanding regional network of operators and business owners across the Southeastern US, rather than competed bank-led processes. This relationship-driven origination model focuses on sponsor-backed middle-market companies where Oglesby can act as a flexible, non-bank lender.
What is the geographic focus of Oglesby Wealth Strategies?
The majority of the real estate portfolio sits in Florida and the broader Sunbelt, with industrial and flex properties in the Panhandle region. Private credit exposures reach nationally when the sponsor relationship justifies it, but the office shows a clear home-market bias for hard-asset investments.
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