Jacob Milder
CFP®, ChFC®
Oak Street Investments, LLC
Investment Manager, Financial Planner, Founder
Jacob Milder
CFP®, ChFC®
Oak Street Investments, LLC
Investment Manager, Financial Planner, Founder
Investment management and comprehensive financial planning services for healthcare and technology professionals with $500K - $5MM - all for a flat fee. - Jacob Milder, CFP®, ChFC®
We meet with local clients in the Denver Tech Center and virtually for clients across the United States.
Jacob "Jake" Milder is a Denver, CO fee-only investment advisor and financial planner, serving clients locally and across the country. Oak Street Investments provides comprehensive financial planning and investment management for a flat, fair and transparent fee to help clients organize, grow and protect their assets through life’s transitions. As a fee-only fiduciary and independent financial advisor, we're never paid a commission of any kind, and have a legal obligation to provide unbiased financial advice.
Jacob Milder, Certified Financial Planner™ and founder of Oak Street Investments was born and raised in St. Louis. Upon graduating from Washington University in St. Louis, he began his career as a research analyst for a Registered Investment Advisor. In 2005, he moved to Denver. Jacob’s career progressed and before moving to Chicago in 2010, he was leading a 40-person sales force for a leading insurance company. In Chicago, Jacob worked as a Vice President for a Fortune 100 company prior to moving back to Colorado. Over his 15-year tenure in financial services, Jacob has worked with hundreds of financial advisors and their clients to help them build stronger relationships, and better financial plans and portfolios. He’s seen the many ways the client-advisor relationship can be improved and has built a firm dedicated to providing a less conflicted, more enjoyable and more transparent client experience.
Jake lives in Suburban Denver with his amazing family. When he's not working, you can find him spending time with family, his fantastic group of friends, laughing, reading, double-faulting in tennis, searching for golf balls in the rough, erasing wrong crossword answers and passionately trying to locate the best cup of coffee in Denver! Jacob has a tremendous passion for (and knowledge of) cars, but still drives a Honda.
Jacob Milder 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.
Welcome to Oak Street Investments. Thank you for taking the time to learn a little about the firm.
Oak Street Investments is a Fee-Only comprehensive financial planning and investment management firm dedicated to providing transparent, unconflicted advice in the best interests of our clients. We are a Registered Investment Advisor located in Denver, Colorado and serve clients across the country.
We emphasize the importance of financial planning in building well-constructed, globally-diversified and low-cost investment portfolios. We use a single-price fee structure, meaning your fee is the same whether we manage $500K or $5MM, not because we limit our offerings, but because we believe in charging for our time and efforts, not your ability or willingness to pay.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Reducing Advisor Fees for High-Net Worth Clients
- Investment Management
- Comprehensive Financial Planning
- Retirement Income Planning
- College Education Planning
- Tax Planning
Ideal Clients
- Technology Professionals
- Medical/Healthcare Professionals
- Business Owners and Executives
- Families with (Good) Children
- Can I really specialize in lotto winners?!!
- People with an appreciation for sense of humor
Working Together
- Virtual Meetings
- In-Office Meetings
- Clearly Defined Fees
- No Product Sales
Professional Designations & Affiliations
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Jacob Milder 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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Jacob Milder 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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Jacob Milder is a Chartered Financial Consultant® (ChFC®)Chartered Financial Consultant® designations are granted upon completion of seven required courses and two elective courses. Those who earn the designation are understood to be knowledgeable in financial matters and to have the ability to provide sound advice.
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Jacob Milder 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 Jacob Milder
Office Locations:
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5500 Greenwood Plaza Blvd
Ste. 130
Greenwood Village, CO 80111
