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Oak Street Investments
  • Services
  • About
  • Fees
  • FAQs
  • Musings
  • Get In Touch
  • Clients
    • Schedule Client Meeting
    • Client Portal
    • Schwab Account Login
    • Altruist Account Login

Posts Tagged ‘Top 5’

Top 5 Reasons You Need a Financial Advisor

By Jacob Milder, CFP®, ChFC® | June 16, 2017
computer screen of denver financial advisor Jake Milder

I’m often asked if it’s really necessary to work with a financial advisor – yes, there are people who ask financial advisors if it’s necessary to work with financial advisors!

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The Fee-Only Difference

As a fee-only financial advisor, our compensation comes only and directly from you. We work with a number of insurance, legal and accounting professionals and are happy to make introductions when needed. We do not sell products, nor do we receive compensation from any introductions or referrals we make.

Our Office

Oak Street Investments leverages technology to keep our fees reasonable for you, and to save you time. Given the geography of our clients, our primary method of communication is via web-based meeting, though if you're in the Denver area we're happy to meet with you in person!

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

Oak Street Investment Advisors, dba Oak Street Investments is an SEC Registered Investment Advisor.
Oak Street Capital, LLC is a manager of private funds for qualified clients, and is a subsidiary and relying advisor of Oak Street Investment Advisors, LLC.
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