Oakbridge Partners, Ltd; formerly Lesesne Capital Management / 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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