Welcome

Our firm was founded on the simple belief that successful investors deserve competent advice, ongoing communication and a seamless client service experience. OakLeaf Asset Advisors is committed to providing a professional and personal long term relationship with every client we work with. From the initial consultation to plan implementation and ongoing portfolio monitoring we remain in constant contact with you and are accountable to you. As a fee-only Registered Investment Advisor we take our fiduciary responsibility to our clients very seriously. Simply put, we will never place anyone's interest ahead of yours. We believe our long term approach to investing based on client need provides great value to each relationship and also helps in navigating the uncertain times that are a natural part of the business cycle and investing.

As a small, independent firm we can provide our clients with a number of important benefits:

GREATER INDEPENDENCE – Since we are not employed by a brokerage firm we have no in-house products and services to sell. We are able to objectively guide each client on their investment needs and goals based solely on their unique requirements.

INTERESTS ALIGNED WITH YOURS – Our compensation is based on a percentage of assets under management, so our success is directly linked to that of our clients.

ACCOUNTABILITY AND FOCUS – We are a small firm committed to act in the best interests of every client through independent research and thoughtful unbiased advice.

CODE OF ETHICS – As a Registered Investment Advisor we have a fiduciary duty to act in the best interests of our clients. It's a privilege we take seriously. We also custody all client assets with Charles Schwab & Co., one of the strongest brokerages in the industry and a leading third party provider of services to independent advisors.