Ted Oyler

Background

About Ted Oyler

The closer you get to retirement, the more you start to redefine success and set new goals. I’ve seen this often with my clients, and it’s why I love to help people with their finances at or near retirement.I tell clients it’s my job to worry about their money so they don’t have to. We all define success differently, whether that’s retiring without fear, adding a vacation home or having the resources to give back—to go from success to significance. But first, you need the peace of mind that comes with income strategies that fit your unique goals.To do this, I serve as a trusted advisor and provide investment, retirement and insurance planning solutions. My clients benefit from the skilled experience and asset management of Diversified Asset Planners, Inc, while also enjoying the high-touch service of my dedicated team.I focus on the success of my clients and my team through:• Client service: We regularly review where clients are, where we said they would be, and how we’re continuing to make progress.• Business strategy: I lead an exceptional team, and it’s a big reason why clients can count on us to provide insights and support that are both thoughtful and caring.• Community outreach: I understand my client goals so well because my own career path has been focused on reaching the point where I can spend more time and resources giving back.One way I support the local community is to give back my time and resources. I serve on the Mount Nittany Medical Center Golf Committe, and I am a member of the Foundation Board. I was born and raised as a Lutheran in State College. In the past, I have served as Vice President on the Grace Lutheran Church Council, and as Chair of the Pay It Forward Team, educating the church congregation about charitable giving. I was also a past member of the Finance Committe, Usher, and worked diligently on the lawn at Grace Lutheran. I am very passionate about supporting Coaches vs. Cancer, the YMCA backpack program, Mount Nittany Health Foundation, and Centre County Paws. I don’t believe I have built a legacy of success if it doesn’t lift up others in my community.Specialties include: retirement planning | client relationships | wealth management