Oak Street Investments LLC
SAF (Single-Advisor Firm) seeking healthcare and technology professionals, small business owners. Big net worth not required, sense of humor requested. Reach out to see if connection. Love what I do and have fun educating and guiding my clients to reach their objectives. Now on to the formal part:
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 offer our services for a fair, flat fee. I apecialize in guiding healthcare and technology professionals with $500K or more reach their financial objectives.
"We specialize in helping technology and healthcare professionals with comprehensive financial planning and wealth management."
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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