Jacob Milder

CFP®

Oak Street Investment Advisors, LLC

Financial Planner, Investment Manager, Founder

Jacob Milder

CFP®

Oak Street Investment Advisors, LLC

Financial Planner, Investment Manager, Founder

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Jacob Milder, CFP®

Fee-Only Financial Planning and Investment Management firm serving Denver and the surrounding suburbs in person, and nationally via the web.

Jacob Milder is a Greenwood Village, CO fee-only financial planner. Oak Street Investment Advisors, LLC provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Jacob Milder is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Jacob Milder, Certified Financial Planner™ and managing member of Oak Street Investments, has spent 15 years in financial services working with hundreds of financial advisors and their clients to help them build stronger relationships and better portfolios.  He’s seen the many ways the client-advisor relationship can be improved and has built a firm dedicated to doing just that- providing a less conflicted, more transparent and better overall client experience.  He’s passionate about financial services and financial literacy.  Jacob earned the right to use the CFP® marks in 2011 and as a student of the industry, has continued to develop his understanding of planning and investments ever since.

Jacob grew up in St. Louis, in a family that placed great value on hard work and continued education. Many years ago while at Washington University in St. Louis, a finance course sparked his curiosity and a deep passion for investments and personal finance.  After graduation, he began working for a Registered Investment Advisor in St. Louis before moving to Colorado in 2005 for his wife to attend graduate school.

Today, Jacob lives in Suburban Denver with his wife Julie, a scientist, two daughters and a lazy adopted dog.  When he's not working, you can find him spending time with family, his fantastic group of friends, laughing, reading financial publications, refining his knowledge of automobiles, double-faulting in tennis, searching for golf balls in the rough, erasing crossword puzzle answers and fervently trying to locate the best cup of coffee in Denver!

Jacob Milder is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is the country’s 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.
We are a tech-driven, Fee-Only Registered Investment Advisor (RIA) located in Greenwood Village, Colorado  and serving clients across the United States.  At all times, our firm abides by the fiduciary standard, meaning our clients' interests legally and ethically come first.
We are not stockbrokers or stuffy salespeople.
We deliver to our clients transparent, unbiased, comprehensive financial planning and investment management services, regardless of income or net worth.  As a proud fee-only Investment Advisor, we are paid directly and only by our clients; our compensation is never based on trading activity, commissions or referral fees.

When you're ready, please reach out for a free, confidential, relaxed but informative, candid conversation.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Families with Children
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Jacob Milder is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Jacob Milder is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® 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.

  • Financial Planning Association
    Jacob Milder is a member of The Financial Planning Association® (FPA®)

    FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.

  • XY Planning Network
    Jacob Milder is a Member of the XY Planning Network

    The 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

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Office Locations:

  • 8400 E Prentice Ave
    PH 1500
    Greenwood Village, CO 80111

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