A complete list of active advisors currently associated with Oak Street Advisors

Warmer can help you find a great advisor at Oak Street Advisors or one who fits your needs even better.

Oak Street Advisors provides financial planning and investment advisory services to individual and high‑net‑worth clients and also works with retirement plans, trusts, estates, charitable organizations and businesses. Services described in the brochure include discretionary portfolio management, retirement plan consulting and participant education, as well as standalone or hourly financial planning engagements. The firm implements customized investment plans grounded in written investment policy statements and commonly uses a Core ETF strategy while also offering dividend income and concentrated growth portfolios; investments include ETFs, mutual funds and limited individual securities as appropriate. Accounts are managed on a discretionary basis within client‑specific objectives and are monitored regularly, with periodic reports and annual reviews to reassess goals and risk tolerances. A notable feature of Oak Street Advisors is its emphasis on ongoing written communications and participant education — the brochure highlights quarterly electronic newsletters for retirement plan participants and regular client reporting. The firm operates with a small advisory team overseeing roughly $126 million in client assets and recently became registered with the SEC, and it notes processes for providing formal summaries of material changes to clients.

To learn more about the advisors currently working at Oak Street Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.