Oatley & Diak, LLC

Oatley & Diak, LLC is a family run registered investment advisory (RIA) firm that provides clients investment management and financial planning services in a hands-on, intimate environment. Our diverse wealth of education and industry experience provides the client with a reservoir of knowledge to assess and construct a strategy that can identify the client’s unique needs. We offer a process driven, value approach toward creating a financial plan unique to the client’s needs that will assist in achieving superior results over the long-term. The investments utilized adhere to our strict set of requirements. The client’s goals and objectives are reviewed using a disciplined monitoring process with intimate one-on-one client meetings. The Oatley & Diak, LLC team environment transcends the firm structure; working well with other advisors, such as CPAs and attorneys, to create a streamlined approach to the client.