Oak Street Investments
Oak Street Investments is a Fee-Only wealth management, financial and tax planning (and prep!) firm dedicated to providing transparent, unconflicted advice in the best interests of our clients. We offer our services for a fair, flat fee for clients with assets managed under $2MM. I specialize in guiding healthcare and technology professionals with $500K or more reach their financial objectives.
"I specialize in helping technology and healthcare professionals with investment management and comprehensive financial planning."
As fiduciaries, our clients' interests always and necessarily come ahead of our own. As a fee-only investment advisor, we do not accept commissions or "sell" any products. Our compensation is paid directly and only by you, our client. We believe this minimizes potential conflicts of interest and is what objective, transparent financial advice and investment management should look like.
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identifying a potential advisor for their review and consideration. The appearance of an
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no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.