Oakleigh Wealth Services

Our process will clarify your financial picture and help you understand what’s possible. We’ll provide expert advice and ongoing support for aligning your time and money with your values. We believe in taking a simple, disciplined approach that minimizes fees, taxes, emotional biases, and conflicts of interest. What sets Oakleigh apart? -We take a holistic approach to your well-being. What does it matter if you have climbed the ladder, saved money on taxes, and made better investment decisions if you haven't answered the deeper questions of "why" and "for what purpose?" - We are retirement income specialists. Navigating the transition to retirement requires a different set of skills than what got you here. - We are tax planning experts. While you were working, you likely had very little control over the taxes you owed, but this changes in retirement when you have multiple sources of income and more control over the timing and amount of taxes you pay. - We are fiduciaries. We are held to a higher standard than many advisors or financial salespeople affiliated with banks, brokerages, or insurance companies. As an independent investment advisor, we only answer to our clients. - We are flat-fee-only. "Fee-only" means that we're paid directly by our clients with no hidden commissions or kickbacks for selling certain products. We also charge a flat fee, not a percentage of your assets under management. Managing a $3 million portfolio is no more difficult for us than one that's $1 million. So why should you pay three times as much? - We know Social Security and healthcare. We'll help you decide when to take Social Security and can help you navigate Medicare and how to plan for health and long-term care. Contact us for a free consultation. Whether or not we are the right advisor for you, I would love to learn about your situation and help you find a skilled advisor who is committed to the same values of integrity, transparency, and expertise.

Marie Lovett is a CFP® and holds a Series 65 license with three years of industry experience. She has worked at Page Wealth Services, LLC (dba Oakleigh Wealth Services) since 2025 and has prior experience with Experience Your Wealth, LLC, and The Trust Company of Tennessee. Oakleigh Wealth Services provides discretionary investment management and financial planning to individuals, small businesses, and charitable organizations, using a disciplined, long-term approach focused on strategic asset allocation and low-cost index funds. The firm manages approximately $102.5 million for about 51 clients and operates on a fixed, fee-only model without commissions.