Our Process

  • 1


    • Learn about who you are & why you are interested in meeting with Oakbridge
    • Discuss goals/objectives & tolerance for market risk
    • Ask questions & gather financial information
  • 2


    • Discuss Oakbridge Investment Philosophy
    • Present & discuss your personalized Financial Review
    • Present & discuss your Investment Policy Statement including a recommended portfolio and asset allocation
    • Answer questions and make any appropriate edits to plan or portfolio
  • 3


    • Welcome to the OBP family!
    • Sign appropriate paperwork for Oakbridge & Charles Schwab to open accounts, transfer accounts, setup web access, etc.
    • Discuss & review any open items
    •  What to expect:
      • Your Personal CFO
      • Ongoing communication & service from Oakbridge
      • Monthly statements from Schwab
      • Quarterly Report Package from Oakbridge

Our Philosophy

We provide straightforward, unbiased financial advice to executives, business owners, professionals and retirees. Our role is to help clients make intelligent, well-informed financial decisions.

Our advice is ALWAYS in the best interest of the client. We value long-term relationships with our clients. Our low client turnover is the result of providing exceptional service while helping clients navigate the complexities of their financial lives.

  • You are unique
  • Feel secure about your future
  • Focus on what is controllable