Osterbur Patel Wealth Management of Raymond James

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Osterbur Patel Wealth Management of Raymond James

We believe that financial success is not only about building wealth, but also about financial well-being and the ability to enjoy life's moments.

Welcome to Osterbur Patel Wealth Management of Raymond James, a female-led financial advisory team dedicated to helping empower multi-generational families, women investors, and business owners to take control of their finances and gain confidence in their financial future. Our team of knowledgeable and experienced advisors is committed to providing personalized, compassionate, and straightforward financial guidance to help you navigate the complexities of the financial world. At Osterbur Patel Wealth Management, we understand the unique financial needs and challenges faced by multi-generational families, women investors, and business owners. That's why our team will work with you to create a customized financial plan that fits your individual goals, taking into account all the factors that are important to you. Whether you're looking to build wealth for the future, plan for retirement, or simply get a handle on your finances, we're here to support you every step of the way. That's why we're dedicated to helping you achieve your financial goals, no matter how big or small. Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC. Please follow this link to Important Disclosure Information: http://raymondjames.com/smrja.htm

10/05/2026

Consider this your friendly reminder:

Before you make a BIG financial decision… call us.

Buying a second home?
Thinking about retiring?
Taking a large distribution?
Changing jobs?
Helping a child with a major expense?
Considering a big purchase?

You don't need to have everything figured out before you call.

In fact, we'd rather have the conversation BEFORE the decision is made.

We can help you look at the bigger picture, talk through the options and understand how one decision may affect the rest of your financial plan.

Sometimes the best financial planning happens before the money ever moves.

10/01/2026

🍂 October is here — which means we're officially in the final stretch of 2026.

Before the holidays, travel and year-end chaos arrive, now is a great time to check in on your financial plan.

A few things worth reviewing:

• Retirement contributions
• Charitable giving plans
• Investment gains and losses
• Beneficiary designations
• Required distributions, if applicable
• Any big financial changes coming in 2027

A little planning now can make December a whole lot less stressful.

09/25/2026

DID YOU KNOW? 💡

Not every financial advisor is a CFP® professional — but both Abbie and Niralee are!

So what does that actually mean for you?

Becoming a CERTIFIED FINANCIAL PLANNER® professional requires extensive education, experience, a comprehensive exam, and a commitment to high ethical standards.

And it goes far beyond investments. CFP® professionals are trained in retirement planning, taxes, estate planning, insurance, investments, cash flow and more — because all of those pieces of your financial life work together.

Most importantly, when providing financial advice, CFP® professionals are required to act as fiduciaries and put their clients' best interests first. Those three little letters represent a whole lot of work — and a commitment to helping our clients look at their whole financial picture, not just their investments.

Because good financial planning isn't just about your money. It's about what you want your money to do for your life. ❤️

09/18/2026

🍂 Another Fall Open House in the books!

We had such a wonderful evening celebrating with our clients and community partners at our annual Fall Open House.

We're incredibly grateful for everyone who took the time to stop by, visit with us, and spend the evening together. It's always nice to step away from the office and simply enjoy good food, good conversation, and great company.

A huge thank you to Collective Pour for hosting us and always taking such great care of our group, and to Smith Burger Co. for the delicious food! You both helped make the evening such a success.

Most importantly, thank you to our clients and community partners for your continued relationships, trust, and support. We truly appreciate each of you and loved getting to spend the evening together.

Until next fall! 🍁

09/02/2026

What a great day on the course! ⛳

Our team was honored to serve as a hole sponsor for the 2026 Champaign Rotary Annual Golf Outing & Corn Roast, and we loved seeing Abbie Osterbur out on the course supporting an organization that does so much for our local community.

We're thankful for the opportunity to partner with groups like Rotary that bring people together and create a lasting impact throughout Champaign-Urbana.

Here's to community, connection, and giving back!

08/04/2026

We were honored to sponsor and participate in the Stephens Family YMCA Ladies Luau on the Links yesterday! ⛳🌺

It was a wonderful day spent with friends, colleagues, and community members, all coming together for a great cause. Thanks to the generosity of sponsors, participants, and donors, the event raised an incredible $45,000 for the YMCA's Annual Scholarship Fund, helping ensure that local kids, families, and individuals have access to programs and services regardless of their financial circumstances.

We're grateful for the opportunity to support an organization that impacts more than 1,100 individuals and families in our community each year. Giving back to the community we call home is both a privilege and an honor.

A big thank you to the Stephens Family YMCA and everyone who helped make the day such a success! 💙

⛳🌺

07/30/2026

Women carry a lot.

Schedules.

Caregiving.

Kids.

Careers.

Mental lists no one else sees.

And somewhere in the middle of taking care of everyone else, many women quietly put themselves last.

We've sat with enough women over the years to know:

You deserve a plan too.

We've always believed financial planning should feel empowering—not overwhelming.

Helping women feel confident and supported in their financial lives is something close to our hearts.

07/22/2026

A lot of people our age are living in a season nobody really prepares you for.

Helping kids with travel sports, college plans, first jobs…

While also helping parents navigate retirement, health concerns, and changing roles.

Some days it feels like you're standing in the middle holding everyone together.

If that's you—you aren't alone.

If you're in this season of taking care of everyone else, sometimes it helps to have someone helping take care of you, too.

We love being a steady resource and sounding board for families navigating these busy years.

07/15/2026

Most of the biggest financial conversations don't happen in our office.

They happen at kitchen tables.

Around coffee cups. Between baseball practices.

After kids go to bed. During seasons of uncertainty.

We've learned over the years that people usually aren't asking, "What's the market doing?"

They're asking:
"Are we going to be okay?"
"Can I retire?"
"Will my spouse be alright if something happens to me?"

Money conversations are rarely about money.

They're usually about the people sitting around the table.

That's why our conversations have never started with numbers. They start with people, priorities, and what matters most around your kitchen table.

Helping families create clarity during life's big moments is one of our favorite parts of what we do.

07/10/2026

Some of the best conversations happen in the car after school, or practice, or just on the way to get icecream.

No phones.

No distractions.

Just a windshield and a captive audience.

And sometimes those conversations surprise you.

Kids ask questions that make you realize they're listening way more than we think.

About money.

Work.

Success.

What matters.

The little moments always seem small while you're in them.

Then one day you realize they were actually the big moments.

Those little moments become the big moments before we know it.

Helping families create plans that support the life they're building is one of the reasons we love what we do.

Address

1103 W Windsor Road
Champaign, IL
61821

Telephone

+12178669166

Website

http://www.osterburpatel.com/

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