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Text Content

 * Our Approach
 * Our Firm
   * Our Firm
   * Our Team
 * Our Services
   * Financial Planning
   * Investment Management
 * Our Clients
 * Contact


Select Page
 * Our Approach
 * Our Firm
   * Our Firm
   * Our Team
 * Our Services
   * Financial Planning
   * Investment Management
 * Our Clients
 * Contact




OUR APPROACH

At Oak Street Advisory Group, we specialize in assisting with all elements of
our clients’ financial lives. We work in partnership with clients to quantify
life goals, develop and implement strategies to help achieve those goals, and
manage finances so clients can focus on enjoying life and all it has to offer.
We take great pride in the trust our clients share with us and strive to provide
the highest quality, personal service for years to come.
Learn More


OUR FIRM

Oak Street Advisory Group is a fee-only Registered Investment Advisory firm
committed to our fiduciary responsibility of offering objective advice. As a
fee-only firm, we have no vested interest in the products and/or advisors that
we recommend, other than to ensure all recommendations meet a client’s
objectives and goals.  The only compensation we receive is directly from our
clients, removing any potential conflicts of interest with commission-based
products or services.
Learn More


OUR SERVICES

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.  Click on the button below to learn more about the services we offer.
Learn More


OUR CLIENTS

Most clients of Oak Street Advisory Group are looking for a comprehensive
approach to transitioning to retirement. We work as the quarterback of a
client’s team of advisors (including their accountant, estate planning attorney,
insurance agent) as needed to see that everything is taken care of financially.
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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™

The CFP® certification marks identify professionals who have met the high
standards of competency and ethics established and enforced by CFP Board. CFP
Board’s Standards of Professional Conduct require CFP® professionals to act in
their clients’ best interests.

FEE-ONLY FINANCIAL ADVISOR

We are proud members of the National Association of Personal Financial Advisors
(NAPFA), the country’s leading professional association of Fee-Only financial
advisors—highly trained professionals who are committed to working in the best
interests of those they serve.

FINANCIAL PLANNING ASSOCIATION

We are members of the Financial Planning Association®(FPA®), the principal
professional organization for CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals,
educators, financial services providers and students who seek advancement in a
growing, dynamic profession.


OUR SERVICES

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:



INVESTMENT MANAGEMENT

Investment portfolios are customized to meet the objectives of each client.
While managing an appropriate level of risk, we focus on essential investment
principles including diversification, asset allocation, and tax efficiency. We
ensure a consistent, disciplined approach in investment decision-making, which
mitigates emotionally based decision errors.



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

FINANCIAL PLANNING

We specialize in helping our clients develop and create a financial planning
roadmap of how to achieve their goals. Planning can be the most important, and
often overlooked, element in financial success. Topics in a comprehensive
financial plan may include saving for retirement, spending during retirement,
saving for a home, insurance coverage, education savings plan, investments, tax
and estate planning.



Learn More »



PERSONAL TOUCH

We consider ourselves a financial partner, and hope to be your first phone call
when there is a financial decision to be made. We value our client
relationships, and have a sincere interest that our clients make the best
financial choices to ensure a positive financial future. The core of our work
centers around the mutual trust and respect we have for one another.



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CONTACT US TODAY!



Name

Email Address

Phone Number

Message

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OUR OFFICE


Oak Street Advisory Group, LLC
Laguna Beach, CA 92651
 


EMAIL


info@oakstreetadvisory.com

 


PHONE


(949)494-6820
 


DIRECTIONS


Click here for directions.
 


QUICK LINKS


Our Team
Financial Planning
Investment Management
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