West Chester, PA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Oakbourne Advisors
Team
Firm-wide stats for Oakbourne Advisors
About
Oakbourne Advisors provides investment advisory services and related financial planning to individuals, high‑net‑worth households, retirement plans, trusts, and business clients. The firm manages discretionary portfolios—typically built from mutual funds, ETFs, individual equities, preferred stocks and cash—and also offers stand‑alone financial planning and retirement plan consulting; it may allocate portions of client assets to third‑party TAMPs.
The firm begins client relationships by developing a Private Client Profile to document objectives, risk tolerance and other circumstances, then implements and monitors portfolios on a discretionary basis while seeking client trade confirmations as a courtesy. Oakbourne’s investment process incorporates fundamental, technical, charting and cyclical analysis and uses both long‑ and short‑term trading approaches, with reviews conducted at least semi‑annually and trades aggregated when appropriate.
Compared with many peer teams, Oakbourne maintains a multi‑office platform of five offices, a configuration that is uncommon for firms with a similar number of advisors. Some supervised persons also hold outside registrations as broker‑dealer representatives and licensed insurance agents and may offer commission‑based products separately, and the firm generally directs clients to specific custodians (with the option to use block trading and TAMP managers).
Based on Oakbourne Advisors
Location
West Chester PA
Advisors at this office
2
Advisors at this office
Christopher G
Series 66
West Chester, PA
Oakbourne Advisors
Christopher Griest is a financial advisor with Oakbourne Advisors in West Chester, PA, holding a Series 66 designation and 11 years of industry experience. He has worked at Oakbourne Advisors since 2020 and previously held roles at Purshe Kaplan Sterling Investments, Avenue 1 Advisors, and Cambridge Investment Research. Outside of his advisory work, he is also an independent insurance agent. Oakbourne Advisors provides discretionary portfolio management and advisory services to individuals, retirement plans, trusts, estates, and business entities. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to manage client portfolios, which typically include mutual funds, ETFs, stocks, and preferred stock, and generally operates through a team of seven advisors across multiple offices.
Christopher D
Series 66
West Chester, PA
Oakbourne Advisors
Christopher Diederich is a financial advisor at Oakbourne Advisors with 17 years of industry experience. He holds a Series 66 designation and has worked at firms including Purshe Kaplan Sterling Investments and Cambridge Investment Research. Diederich serves as Chairman of the Jeffrey S. Gaunt Scholarship Foundation. Oakbourne Advisors provides investment advisory and financial planning services to individuals, high-net-worth households, retirement plans, trusts, and business clients. The firm manages discretionary portfolios using a combination of fundamental, technical, and cyclical analysis, and operates a multi-office platform serving clients through a team of eight advisors.
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