Oak Street Investments LLC

Oak Street Investments is a Fee-Only comprehensive financial planning and investment management firm dedicated to providing transparent, unconflicted advice in the best interests of our clients.  We are a Registered Investment Advisor and serve as fiduciaries in all capacities.  We help our clients clarify, plan for and achieve their financial goals while saving them time, money and helping them avoid costly mistakes.

As fiduciaries, our clients' interests come ahead of our own.  Always.  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. We use a single-price fee structure, meaning your fee is the same whether we manage $500K, $5MM or $15MM, not because we limit our offerings, but because we simply believe in charging for our time and efforts, not your ability or willingness to pay. 

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This Office

5500 Greenwood Plaza Blvd Ste 130 Greenwood Village, CO 80111-2105 Phone: (720) 515-6822

Primary Office

5500 Greenwood Plaza Blvd Ste 130 Greenwood Village, CO 80111-2105 Phone: (720) 515-6822