Oakbridge Partners
Financial Services · 2 Employees
Phone Number: 14042313414
Email Address: info@homrichberg.com
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About
Founded in 1974 under the name Lesesne Capital Management, Oakbridge Partners is one of Atlanta's oldest independent fee-only management firms. In 2022, Oakbridge Partners merged with Homrich Berg, another longtime Atlanta wealth management firm with similar culture, values and focus on client service. The Oakbridge Partners team is proud to continue our legacy of providing fee-only, fiduciary wealth management and high touch service to our clients as part of the Homrich Berg team. Visit our website to learn more.
Website
Year Founded
1974
Social Media
Linkedin
Industry
Financial Services
HQ Location
3630 Peachtree Rd
Atlanta, Ga 30326, US
Keywords
Retirement PlanningEstate PlanningIncome Tax PlanningExecutive Compensation/ Stock Option PlanningCharitable GivingBusiness Succession Planning
Location
- 3630 Peachtree Rd Atlanta, Ga 30326, US
Email Formats
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FormatExamples
first + last
andywarhol@homrichberg.com
first_initial + last
awarhol@homrichberg.com
first + last_initial
andyw@homrichberg.com
first
andy@homrichberg.com
last
warhol@homrichberg.com
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