Jacob Milder (CFP, ChFC®)

Jacob Milder focuses in the
following client markets or areas of practice:

  • Corporate Executives
  • Fixed Fee (Subscription, Retainer, etc.)
  • High Net Worth Client Needs
  • Medical Professionals
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

Healthcare and Technology Professionals. Small business owners or employees with equity compensation.

Additional Information

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. Into the whole "flat-fee" thing. 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 and comprehensive financial planning 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


This Office

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