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 provides discretionary investment management and financial planning to individuals (including high-net-worth clients), small businesses, and charitable organizations. Its planning offerings range from ongoing comprehensive engagements to project-based work and one-hour advisory sessions. The firm follows a disciplined, long-term investment approach that emphasizes strategic asset allocation, diversification, and the use of low-cost index mutual funds and exchange-traded funds, with periodic rebalancing and limited use of active or alternative investments when appropriate. Investment advice is integrated with financial planning to align portfolios with each client’s risk tolerance, time horizon, and broader goals. Distinctive features include its small, owner-led structure managing roughly $102.5 million for about 51 clients and a fee model that is fixed rather than based on a percentage of assets under management — a departure from the common AUM fee approach among peers. Oakleigh is fee-only, does not accept commissions, and has recently added one-hour planning sessions and an annual CPI-limited fee adjustment provision for certain agreements.
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.
Name |
Location |
Years of experience |
|---|---|---|
Crozet, VA
| 3
| |
Crozet, VA
| 3
|
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