Oglesby Wealth Strategies, LLC2026-06-09T01:38:31+00:00

Navigating Your Financial Future Guiding You In The Right Direction

Oglesby Wealth Strategies, LLC

About

OGLESBY WEALTH STRATEGIES, LLC

At Oglesby Wealth Strategies, LLC, our mission is to empower individuals, families and businesses to make informed and confident decisions towards their financial goals and needs.

Our clients have ambitious aspirations for themselves, for their families and for their communities. Through strategic wealth management, we help enable our clients to achieve their goals in this lifetime, and leave a legacy for generations to come.

Empowering Your Retirement

Meet The Team

Mindy Oglesby, CFP®

Founder

Mindy Oglesby, Founder and CEO of Oglesby Wealth Strategies LLC, has been working in the financial service industry for over 2 decades. She knows that financial planning plays a crucial role in every individual's life and she enjoys knowing she has the 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, develop strategies to reach their financial objectives, and achieve a peace of mind.

Mindy received her Bachelor's Degree in accounting from the University of Georgia. After graduation, she never left Athens, where she now resides with her three children and Goldendoodle. When not spending time with her close knit family and friends, or helping out in the community, Mindy loves to travel. Her favorite place to travel so far has been to Australia with her children. Although, she would love the opportunity to go just about anywhere.

Senior Wealth Advisors

Learn More About

Our Financial Solutions

Our three-step planning process works to help identify and implement suitable financial strategies focused on addressing our clients needs and working toward their long-term goals and objectives for retirement. Click on a step below to learn more.

Our Approach

01

Start Smart

02

Apply Discipline

03

Communicate Progress

Retirement Strategy Planning

Retirement savings strategies involve a comprehensive approach that balances consistent saving during your working years with potential tax-advantaged withdrawal strategies in retirement.

Key steps include fully utilizing tax-advantaged accounts, diversifying investments to help manage risk, and strategically evaluating the timing of Social Security benefits.

Tax-Efficient Planning

Benjamin Franklin said, "In this world nothing can be said to be certain, except death and taxes." We can't control the first, but we can help you potentially reduce the second.

Our clients enjoy a comprehensive review of their tax return, tax projections combined with proactive planning, tax reduction strategies, etc.

Wealth Management

Our goal is to develop strategies designed to provide income for the long term. We help build tailored, sustainable income plans for our clients that take all factors into account. Retirement is a significant milestone, and our process focuses on helping you manage your assets so you can focus more on your passions and the people you love.

Legacy & Estate Planning

With life expectancy rising, retirees fear outlasting their savings and becoming dependent on their children. With your goals in sight, we'll review your retirement account statements. It's straightforward: you tell us your aims and concerns, and we'll present strategies and choices to help you achieve your goals and conquer your worries.

Risk Management

Every investment carries some level of risk. At Oglesby Wealth Strategies, the risk you should take depends on the investment phase you're in as well as your overall risk tolerance. Our fundamental belief is that you shouldn't assume unnecessary risk on your journey to retirement.

Register For

Our Educational Events

At Oglesby Wealth Strategies, LLC we believe in the value of financial education and accessibility. We provide resources through digital education platforms designed to help you make informed decisions. We believe an informed client is better positioned to pursue their financial goals. Click here to subscribe to the Oglesby Wealth Strategies, LLC newsletter.

UPCOMING EVENTS

Events in June 2026

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    Our Guides and Blog

    Financial Educational Literature

    Tax Planning Guide

    Tax Planning Guide
    Your Roadmap to Reduce Taxes This Year and in the Future.

    After the many changes to the financial landscape that came over the last few years, filing your taxes this year could be complicated. Maybe you stopped working, realized investment losses, created an estate plan, or went from itemizing to claiming the standard deduction or vice versa. There are many factors that can impact how your tax level may change and if you need to rethink your tax strategy.

     

    Legacy & Estate Planning
    Understanding the Basics

    Estate planning is an important part of retirement planning. You've worked hard for your money and want to see your children and grandchildren benefit, and you probably want to see it passed down in the most efficient way possible. Unfortunately, costly mistakes are all too easy to make, from forgetting to name a beneficiary on your retirement account to not updating your estate plan over time. It's not just billionaires who need to have solid estate plans; it's anyone who wants their wishes to be honored after their passing.

    Optimizing Social Security in Today’s World

    The Social Security Guide
    Optimizing Social Security In Today's World

    Claiming Social Security at the wrong time could cost you tens of thousands over your retirement—and you may not even realize it. This guide shows how the right strategy can unlock more income, more security, and greater confidence in your financial future. Make sure you get what you've earned!

    Browse Our Blog

    How Home Sales Are Taxed: What Every Homeowner Should Know

    Selling a home is a significant financial event, and understanding the tax implications can help homeowners protect their profit and avoid unexpected liabilities. When you sell your residence, the gain you realize may be subject to capital gains tax, but in many cases, favorable tax rules can help reduce that tax burden. Let’s take a look at how the tax treatment works and highlight some key [...]

    February 17th, 2026|

    Our Financial Calculators

    CalcXML Financial Calculators

    PLEASE NOTE: The information being provided is strictly as a courtesy. We make no representation as to the completeness or accuracy of information provided via these calculators. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, information and programs made available through the use of these calculators.

    What's a Risk Score?

    Risk tolerance is an investor's ability to remain invested during downward market cycles in exchange for a potential return.

    It's important that investors understand their risk tolerance so that they can help guide the design of their investment strategy. This approach looks to balance the investor's desire for returns goals with their ability to stay confident and invested throughout market cycles.

    To help investors understand their risk threshold we deploy a proprietary algorithm rooted in the well-known Value at Risk (VaR) measurement that helps us quantify their sentiment toward financial uncertainty, specifically their emotional tolerance with respect to the magnitude and speed of potential investment loss. This Analysis provides them with a VaR Score that can help determine if their existing portfolio aligns with their risk tolerance.

    Risk-Tolerance

    Intelligent, Disciplined Investing with AssetLock®

    AssetLock® is Simplicity Wealth's proprietary, investment portfolio monitoring service that delivers personalized communications to advisors and investors in a secure environment.

    This technology keeps investors informed about the progression of their portfolio in accordance with their risk tolerance determined by the investor's household portfolio VaR Score.

    Contact Oglesby Wealth Strategies, LLC

    At Oglesby Wealth Strategies, LLC, we believe strong financial planning is built on relationships. We take the time to understand your goals, concerns, and family dynamics—because financial planning isn't just about numbers, it's about life. Our team is committed to providing consistent, personalized guidance, ensuring you have a dedicated advisor who understands your long-term financial journey.

    Schedule Your Complimentary Retirement Review

    At Oglesby Wealth Strategies, LLC our approach goes beyond investment management.
    We focus on helping you strengthen your retirement strategy.

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