A complete list of active advisors currently associated with Oakridge Financial Planning LLC

Warmer can help you find a great advisor at Oakridge Financial Planning LLC or one who fits your needs even better.

Oakridge Financial Planning LLC provides personalized financial planning and investment advisory services to individuals, families, small businesses, other business entities, and trusts. Services described in the brochure include basic, targeted, and comprehensive financial plans, ongoing financial coaching, one-time security analysis and account setup/review, and non-discretionary investment management. The firm tailors portfolios to each client’s goals, time horizon, risk tolerance and liquidity needs, employing a combination of fundamental and technical analysis. Accounts are managed on a non-discretionary basis—OFP seeks client approval before executing transactions—and client accounts are reviewed at least monthly with financial plans reviewed annually. Oakridge is a newly formed, solo-registered adviser (established March 2025) with a small client base and approximately $90,745 in non-discretionary AUM, a combination that is uncommon among peers that typically manage discretionary assets. The brochure notes the firm works with business entities and retirement-account types (e.g., 401(k), 403(b), SIMPLE/SEP IRAs) while explicitly excluding defined-benefit pension plans, a mix of services and client types that distinguishes it from many other single-advisor practices.

To learn more about the advisors currently working at Oakridge Financial Planning LLC, 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.