Oakley & Irving Wealth Management, LLC.

At Oakley & Irving Wealth Management, LLC., we strive to help our clients preserve, protect, and pass on their wealth in line with their values. Both Dave Oakley, CFP® and William Aaron Irving, CFP® have experience in the financial services industry and utilize this knowledge to help individuals and families who are determined to pursue their financial goals. We are committed to providing objective, professional advice regarding all aspects of our clients’ financial lives, college planning, investing, wealth management, and retirement.

We believe true wealth is that which money cannot buy and death cannot take away. We strive to help our clients leave a lasting legacy for their families by evaluating their goals, understanding their financial circumstances, and guiding them toward a fulfilling retirement.

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA / SIPC. www.finra.org www.sipc.org

The LPL registered representative, Dave Oakley, may only discuss securities or transact business with persons who are residents of Alabama, Alaska, Arizona, Arkansas, California, Colorado, Hawaii, Idaho, Illinois, New Mexico, Oklahoma, Oregon, Texas, and Washington. LPL Financial Advisor William Aaron Irving may only discuss securities or transact business with persons who are residents of New Mexico, Alabama, Arizona, Idaho, Illinois, Oklahoma, Oregon, Texas, Hawaii, and Colorado.

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