Jacob Milder (CFP, ChFC®)

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

  • Business Owners
  • Corporate Executives
  • Investment Advice with Ongoing Management
  • Medical Professionals
  • Millennials
  • Real Estate Investments

Planning Specialties

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.  

Additional Information

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.

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.  Over his 15-plus years in financial services, Jacob has worked with hundreds of financial advisors and their clients to help them build stronger relationships, and better financial plans and portfolios.  He’s seen the many ways the client-advisor relationship can be improved and has built a firm dedicated to providing a less conflicted, more enjoyable and more transparent client experience.

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.  

NAPFA Start Date

July 13, 2017

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This Office

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