Thank You for Your Interest in Oak Street Advisors

We truly appreciate you taking the time to learn more about Oak Street Advisors and the services we provide. As a small, boutique fee-only fiduciary firm, we are committed to delivering highly personalized, deeply comprehensive financial and tax planning for every family we serve.

To maintain the level of attention, expertise, and ongoing service that our clients expect — and that we believe they deserve — we limit new engagements to households with at least $500,000 of investable assets. This minimum helps ensure that our work is both in the client’s best interest and sustainable for our firm’s capacity and service model.

While we are unable to move forward at this time, we want to make sure you’re still supported in finding the right financial partner. There are many excellent advisors who specialize in working with households at all stages of wealth.

Below are a few reputable directories where you can find high-quality, fee-only advisors who may be a great fit:
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Garrett Planning Network – Advisors who offer hourly and project-based planning - www.GarrettPlanningNetwork.com
XY Planning Network – Advisors specializing in young professionals and emerging wealth - www. XYPlanningNetwork.com
NAPFA (National Association of Personal Financial Advisors) – Fee-only fiduciary advisor - https://www.Napfa.org/find-an-advisor

If your financial situation changes in the future, we would be honored to reconnect and explore whether we may be a good fit at that time.
Thank you again for your interest, and we wish you the very best in your financial journey.

Warm regards,
Oak Street Advisors