Oakbourne LLC is a financial advisory firm based in Park Ridge, Illinois, that operates as an independent Registered Investment Adviser (RIA). The company is committed to a fiduciary standard, meaning it is legally obligated to act in its clients' best interests. Its core business revolves around providing personalized financial planning, investment management, retirement planning, and estate planning services primarily for individuals, families, and high-net-worth clients. As a fee-only firm, its revenue comes directly from clients, not from commissions on selling financial products, which is intended to align its interests with those of its clients.

Founded in

United States