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Oak Street Advisory Group, LLC

Oak Street Advisory Group originated in south Orange County in the city of Laguna Beach, California.  We are a boutique, fee-only Registered Investment Advisory firm specializing in Investment Management and Financial Planning.   We focus on maintaining individual relationships, and are committed to our fiduciary responsibility of offering objective advice. 

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be 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.
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Advisors at this Office

Meghan Coolbaugh, CFP®, MA
NAPFA-Registered Financial Advisor
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be 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.
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This Office

PO Box 194 Nevada City, CA 95959 Phone: (949) 494-6820

Primary Office

PO Box 194 Nevada City, CA 95959 Phone: (949) 494-6820
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