Oakbridge Partners, Ltd; formerly Lesesne Capital Management
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Financial Advisor in Atlanta, Georgia
Oakbridge Partners delivers wealth management guidance and solutions to those who value the knowledge of trusted experts and the objectivity of an independent firm. We confidently navigate the complexities of investment management, estate planning, and income tax strategies to secure a more. We are one of the oldest fee-only private wealth management firms in Atlanta.
Specialties
Business Planning
Certified Financial Planner
CFP ®
Charitable Planning
Comprehensive Financial Planning
Corporate Bonds
CPA
Estate Planning
ETFs
Fee Only
Fee-Only
Income Tax Planning
Independent Investment Advisor
Investment Consulting
Investment Policy Statements
Investment Services
IRA
MBA
Mutual Funds
NAPFA Member
Passive Investment Strategies
Professional Wealth Management
Retirement Distribution Plan
Retirement Planning
Stocks
Trustee Services
Wealth Management
Women's Issues
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