Oakbridge Partners

Oakbridge Partners is an independent fee-only management firm based in Atlanta, Georgia. Founded in 1974 as Lesesne Capital Management, the company has a rich history of providing wealth management services in the Atlanta area. With a team of two employees, Oakbridge Partners generates an estimated $2.5 million in annual revenue. In 2022, the firm merged with Homrich Berg, another established Atlanta wealth management firm, further strengthening their commitment to client service and shared values. Oakbridge Partners specializes in providing fee-only, fiduciary wealth management services to its clients. This structure ensures that their financial advice is always in the best interests of their clients, free from conflicts of interest. The firm prides itself on delivering personalized, high-touch service tailored to each client's unique needs and goals. As part of the Homrich Berg team, Oakbridge Partners continues to uphold its legacy of providing exceptional wealth management solutions. Their focus on client service, fiduciary responsibility, and personalized financial planning sets them apart in the industry. For more information about Oakbridge Partners and their services, visit their website at oakbridgepartners.com.