Jacob Milder (CFP, ChFC®, EA)
Jacob Milder focuses in the
following client markets or areas of practice:
- Alternative or Private Investments
- Charitable Giving
- Corporate Executives
- Fixed Fee (Subscription, Retainer, etc.)
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Alternative or Private Investments
- Charitable Giving
- Corporate Executives
- Fixed Fee (Subscription, Retainer, etc.)
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
Planning Specialties
Healthcare and Technology Professionals. Equity compensation. Tax planning and prep. Flat fee for majority of clients.Additional Information
SAF (Single-Advisor Firm) seeking healthcare and technology professionals. Big net worth not required, sense of humor requested. Reach out to see if connection. Into the whole "flat-fee" thing for most clients. Love what I do and have fun guiding my clients to reach their objectives. Now on to the formal part:
Oak Street Investments is a Fee-Only investment management, financial and tax planning (and prep!!) firm dedicated to providing transparent, unconflicted advice in the best interests of our clients. We help our clients clarify, plan for and achieve their financial goals while saving them time, money and helping them avoid costly mistakes.
Jacob Milder, Certified Financial Planner™, Chartered Financial Consultant and founder of Oak Street Investments was born and raised in St. Louis. Upon graduating from Washington University in St. Louis, he began his career as a research analyst for a Registered Investment Advisor. In 2005, he moved to Denver where his career progressed and before moving to Chicago in 2010, he was leading a 40-person sales force for a leading insurance company. In Chicago, Jacob worked as a Vice President for a Fortune 100 company prior to moving back to Colorado.
Jake lives in Suburban Denver with his wonderful family. When he's not working, you can find him spending time with family, his fantastic group of friends, laughing, reading, double-faulting in tennis, searching for golf balls in the rough, erasing crossword answers and passionately trying to locate the best cup of coffee in Denver! Jake has a deep love (and knowledge) of cars, but drives a Honda.
Schedule Your Complimentary Consultation or visit our website at www.oakstreetinvestments.com for more information. Thank You!NAPFA Start Date
July 13, 2017
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