Colin Page
CFP®
Oakleigh Wealth Services
Founder
Colin Page
CFP®
Oakleigh Wealth Services
Founder
We have deep investment, tax, business and personal finance expertise, but we specialize in making it intelligible and meaningful to you, without becoming overwhelming. We'll help you achieve financial peace of mind, so you have the freedom to start pursuing your own definition of wealth now. - Colin Page, CFP®
Oakleigh Wealth Services is located in Charlottesville, Virginia, where we meet with clients face-to-face or virtually across the country.
Colin Page is a Charlottesville, VA fee-only financial planner. At Oakleigh Wealth Services, we specialize in helping midcareer professionals and busy families achieve financial independence so they can pursue their own definition of wealth. Your definition of wealth may include a dollar sign, but it likely extends deeper to include a life full of meaningful relationships, a sense of both security and adventure, a feeling of purpose, and having the time and the means to serve your family and your community.
Our financial planning and wealth managment services are provided for a tranparent flat-fee, which means that there are no AUM fees, no asset minimums, and no commissions of any kind. Through our 6-8 week initial planning process, we’ll chart a path toward your definition of wealth; then we’ll serve as your guide along the way and help to shoulder the load.
After graduating from the University of Virginia, I became a math teacher in Baltimore with Teach for America and discovered a passion for education. Following our teaching commitment, my wife and I were lucky enough to move back to Charlottesville, VA for her medical training and where I accepted a position at a small hedge fund. Over more than a decade, I grew as a professional and an investor, learning the theory and practice of disciplined investing and risk management, while forging connections across the financial industry. However, I missed the deep connection to our client’s everyday lives that I loved so much about teaching.
Over the years, my wife and I have benefited greatly from having access to a financial planner to help juggle student debt, buying a home, growing our family, and owning businesses. I’ve personally witnessed the value and the pitfalls of financial planning up close as family members have navigated career changes, financial setbacks, unexpected health crises, disability, retirement, and the loss of a parent or spouse. The right financial planner serves as a guide to reaching your goals and a trusted resource amidst uncertainty.
Since becoming a CERTIFIED FINANCIAL PLANNER™ and founding Oakleigh Wealth Services, I am so grateful to have found a calling and a vocation that engages both the head and the heart. Whether you are encountering a specific obstacle, pursuing a dream, providing for your family, giving back to the community, or enjoying the fruits of your labor, I look forward to serving you.
Colin Page is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
We specialize in helping midcareer professionals and busy families achieve financial independence so they can pursue their own definition of wealth.
If any of the following describe you, we can help:
- Your financial life is so much more complicated than it was before having kids
- You want help thinking about how to balance competing priorities.
- You’re finally earning good money, but you can’t imagine working like this for another 20-30 years.
- You’d love to transition to a job that’s more meaningful, but you’re worried you can’t afford it.
- You want to enjoy your life now, but also make sure your family will be OK in the future.
- Your earnings have grown, but your lifestyle, taxes and expenses have crept up too.
- Your children’s college education isn’t as far off as it once seemed.
- You’re not sure that you want a traditional retirement.
- You’d like a second opinion on your investment portfolio without someone trying to sell you something.
- You and your spouse want help communicating about money and making sure you both understand your financial situation.
- You want high-quality personalized financial advice and an ongoing partner in your financial future.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Long Term Tax Strategies
- Personal Cash Flow Analysis
- Debt & Investment Management
- Early or Non-Traditional Retirement
- Estate Planning
Ideal Clients
- Growing Families
- Professionals and Business Owners
- Sudden Money Situations
- Novice Investors
- Retirees and Near Retirees
Working Together
- In-Person Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Colin Page is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Colin Page is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Colin Page is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
Contact Colin Page
Office Locations:
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By Appointment
Charlottesville, VA 22901
