Oak Street Advisory Group is based out of south Orange County in the city of Laguna Beach, California. We are a boutique, fee-only Registered Investment Advisory firm specializing in Investment Management and Financial Planning. We focus on maintaining individual relationships, and are committed to our fiduciary responsibility of offering objective advice.
CERTIFIED FINANCIAL PLANNER™
FEE-ONLY FINANCIAL ADVISOR
FINANCIAL PLANNING ASSOCIATION
At Oak Street Advisory Group you will always be treated as an individual with a unique vision of financial success. We provide comprehensive financial planning and investment management services to help you identify and then achieve your goals. Our services include: