A complete list of active advisors currently associated with Oakleigh Wealth Services

Warmer can help you find a great advisor at Oakleigh Wealth Services or one who fits your needs even better.

Oakleigh Wealth Services is a fee-only independent advisory firm that provides discretionary investment management and both project-based and ongoing comprehensive financial planning to individuals, high-net-worth individuals, and charitable organizations. Its planning services cover a broad range of topics, including retirement and distribution strategies, tax planning, estate planning, college savings, insurance review, cash flow and business planning. The firm generally implements strategic, long-term asset allocation using low-cost index mutual funds and ETFs, with periodic rebalancing and occasional use of individual securities or alternatives when appropriate. It typically manages accounts on a discretionary basis, tailors portfolios to clients’ risk tolerance and goals, and allows reasonable client-imposed restrictions in writing. Notably, Oakleigh does not charge a traditional percentage-of-assets advisory fee and instead uses fixed, project-based, and hourly fee arrangements for its services. It also maintains the ability to transfer client funds via standing letters of authorization (an arrangement that has custody implications and is subject to custody-rule safeguards and surprise-audit requirements) and restricts its investment management relationships to accounts custodied on its institutional platforms (Charles Schwab or Altruist).

To learn more about the advisors currently working at Oakleigh Wealth Services, 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.