Oakleigh Wealth Services

Oakleigh Wealth Services is a flat-fee financial planning and wealth management firm located in Charlottesville, Virginia, where we meet with clients face-to-face or virtually across the country. 

We have deep investment, tax, business, and personal finance expertise, but we specialize in making it intelligible and meaningful to you, without becoming overwhelming. We'll help you achieve financial peace of mind, and align your time and money with what you value most. 

We serve busy families, professionals, and retirees with a flat-fee model.

Reach out today for a FREE consultation. We’ll focus on bringing clarity to your current financial situation and give you a sense of what it would be like to work together. Bring your list of questions!