Oatley & Diak, LLC
Fee-Only Financial Advisory Firm Serving Parker, Colorado for Over 30 Years
Fee-only, independent investment advisory firm offering personalized financial planning and investment management for individuals, families, and business owners.
About
Oatley & Diak, LLC is a family-run registered investment advisory (RIA) firm that provides clients with investment management and financial planning services in a hands-on, intimate environment. Our diverse wealth of education and industry experience gives you access to a reservoir of knowledge to assess and construct a strategy that can identify your unique needs.
We offer a process-driven, value approach to create a financial plan that will assist in achieving results over the long term. The investments utilized in this approach adhere to our strict set of requirements. Each client’s goals and objectives are reviewed using a disciplined monitoring process with one-on-one client meetings. Our team environment transcends the firm structure. We work with your other advisors, such as CPAs and attorneys, to create a streamlined approach to managing your wealth.
Services
Financial Lifecycle Planning
Guides clients through lifecycle events such as education, marriage, divorce, retirement, estate planning, and wealth transfer, aligning investment options with life goals and objectives.
Families & Individuals
Offers comprehensive financial planning for individuals and families, addressing retirement, education, tax, and estate planning needs.
Business Owners
Provides specialized financial planning for business owners, including tax strategies, business valuation, retirement plans, and succession planning.
Life Transitions
Assists clients through significant life changes such as divorce, health crises, inheritance, and career advancements, ensuring informed financial decisions.
