Reaching Your Financial Dreams Begins Today
Financial Lifecycle Planning
We get to know each client and their unique financial and life circumstances so we can provide suitable investment options. We strive to understand not just the financial aspect but their life goals, objectives, and dreams. We are a family-based firm that recognizes and guides individuals through their lifecycle events to ensure smooth transitions.
Multi-Manager Approach
Oatley & Diak subscribes to a multi-manager approach. The managers demonstrate the ability to provide consistent risk-adjusted performance against their respective benchmarks and peers over the long term. A rigorous research and review process continuously monitors the manager’s performance and style. The “multi-manager” approach is designed to achieve superior returns with less overall portfolio risk.
Providing Services Focused On Your Life & Your Needs
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Professional Portfolio Management
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Financial Lifecycle Planning:
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Children
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Education
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Marriage
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Retirement
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Estate Planning
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Wealth Transfer
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Fields of Expertise
Individuals & Families
Everyone is faced with concerns about whether they are saving enough for retirement, how to invest their assets, how to save and pay for college, and how to keep taxes low. Your life is complex; you want to set financial goals, organize your financial picture, and coordinate your decisions into a simple enough to understand financial plan. You want to work with a financial professional, but who do you trust to guide you?
We are a fee-only, independent investment firm that works with busy individuals and families to develop a sound financial plan critical to helping your money grow and, ideally, outpacing inflation. We offer the following services:
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Retirement Planning
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Investment Planning
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Tax Planning
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Estate Planning
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Insurance Planning
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Education Planning
Business Owners
Owning your own business is the American dream. But managing your own business takes a lot more than hard work. You need a financial plan — one that addresses financial needs and products for every stage of your business lifecycle and that also takes into account your personal financial goals and dreams.
We are trained in helping business owners create a comprehensive financial plan that can help synchronize their personal and professional financial goals. Some of our strengths are:
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Tax Strategies
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Business Valuation Analysis
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Retirement Plans and Employee Benefits
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Business Succession Planning
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Business Insurance and Protection Analysis
Life Transitions
In a lifetime, one will more than likely experience a life-changing event: the death of a spouse, loss of job, inheritance, retirement, health crisis, divorce, or career advancement. Managing that transition can be challenging, especially if done alone. No matter the triggering event, the pressure or trauma that occurs can hinder a person's ability to make sound financial decisions.
Our team is here to help and is dedicated to helping you make educated and informed decisions. Specific activities and tools are used to guide you through the crucial decision-making process, establishing achievable action steps at a reasonable pace.
Divorces
When going through a life-changing event like a divorce, the transition can be challenging, especially if done alone. We can assist by providing a magnifying lens on your financial options in an affordable, peaceful manner.
Our Typical Client
Financial planning works best with people willing to learn, grow, and take action, and when there is a gap between where you are now and where you want to be.
Over the years, we have found that our firm works most effectively with people who share some or all of the following characteristics:
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Desire to work with a trusted advisor
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Full disclosure of all financial-related activities
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Views financial planning as a long-term commitment
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Willingness to delegate the financial advisory process