A complete list of active advisors currently associated with OakLeaf Asset Advisors

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

OakLeaf Asset Advisors provides personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and small businesses. Services range from comprehensive financial plans and hourly consulting to ongoing portfolio management and implementation support. The firm emphasizes strategic asset allocation as the primary driver of portfolio outcomes, using research and software to design asset-class mixes that account for correlation coefficients and global diversification. Portfolios are individually designed rather than model-based, are invested primarily in no-load mutual funds and ETFs through discount brokers, follow a buy-and-hold framework with regular rebalancing, and the adviser may exercise limited discretionary authority for rebalancing while clients retain final approval. Noteworthy features include operating on a strict fee-only basis with no product commissions or referral compensation, participation in a Schwab institutional service program for custody and institutional access without receiving referral payments, and documented business-continuity and information-security procedures including a business continuation agreement for loss of key personnel. The firm reports managing roughly $22 million for about 57 clients, does not impose a stated account minimum, and leaves proxy voting to clients who receive materials directly.

To learn more about the advisors currently working at OakLeaf Asset 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.