Financial advisors working for you
Financial advisors working for you
We’re here to help you achieve your unique financial goals, not sell you products or make commissions. We are a fee-only, boutique Registered Investment Advisory firm specializing in Investment Management and Financial Planning.
We are proud of our origins in Laguna Beach, and even as we have moved to a virtual office, we continue the close, long-term relationships we have built with our clients throughout Southern California.
What Sets Us Apart
With a focus on maintaining individual relationships, we take our fiduciary responsibility to you very seriously.
Fee Only
We do not sell any products or make any commissions. We receive fair compensation, directly from you, for our time and service. That means we are only working for you.
Independent RIA
We are an independent, non-corporate firm. When you call, we will answer the phone in person. If you have a question, you will talk directly to one of us.
Fiduciary Advisors
We are Certified Financial Planners, with extensive training and a requirement to meet a high fiduciary standard.
"I love what I do, because I am making a real difference in people’s lives by helping them understand the complexities of financial planning." Read my story
"I am proud to build a long-term advisory relationship with you, to help you plan for a happy retirement and achieve your other financial goals." Read my story
"After nearly five decades in the financial services industry, I am proud to provide mentorship to the Oak Street Team." Read my story
"I thrive by being helpful, delivering accurate and organized financial data to Oak Street Advisory Group and our clients." Read my story
"I've always had a passion for helping others, and I am fortunate enough to be able to apply this to my role at Oak Street Advisory Group." Read my story