One of Atlanta's oldest
independent, fee-only
Wealth management firms
Oakbridge Partners, Ltd. delivers wealth management guidance and solutions to those who value the knowledge of trusted experts and the objectivity of an independent firm. We confidently navigate the complexities of investment management, estate planning and income tax strategies to secure a more prosperous future for our clients. With almost four decades of wealth management experience, we have earned a reputation for providing straightforward, unbiased financial advice.
Named by Atlanta Business Chronicle as one of Atlanta's
"Top 10 NAPFA* Fee-Only Investment Advisors."
* National Association of Personal Financial Advisors (NAPFA)