Business Services

About the Business

Oatley & Diak

Parker, CO Company Opening
(303) 221-1900
(303) 221-1900
18801 E Mainstreet Ste 240, Parker, CO

18801 E Mainstreet Ste 240, Parker, CO

Oatley & Diak is a family run registered investment advisory (RIA) firm that provides a comprehensive set of services to its clients. We take an individual approach to every client, taking the time to understand who they are and what is important to them before moving forward with business. As fiduciaries, we always prioritize our clients’ needs above our own, and we provide fee only services without any commissions or products.

Our team has a wealth of experience and education in the industry, allowing us to provide clients with reliable advice regarding their investments, financial planning, estate planning, and divorce financial planning. We understand that situations can change over time and that interactions with clients are essential for providing a higher level of personalised service. As such, we make a point of following up regularly with each of our clients.

Photo of Oatley & Diak

Reviews (0)

Click to Rate

Publisher Info

  • Oatley & Diak, LLC is a family run registered investment advisory (RIA) firm that grew out of a mid size CPA practice located in the South Metro/DTC area. When the CPA practice was sold in 2001, Don Oatley spun off the investment advisory and financial planning services into the company that is now known as Oatley & Diak, LLC. As the firm grew, Don added his daughter, Noelle Diak, to utilize her skills she acquired at Janus Funds to provide oversee customer service and compliance. In 2006 Don added his son-in-law, John Diak, to assist in portfolio management and design and financial planning matters. John was an owner and responsible for administrative and financial matters for a midsized professional service company in Parker that worked on large scale design and construction projects. Together, we work collaboratively to give our client's the best possible service for their unique situation.
  • (303) 221-1900
  • 18801 E Mainstreet Ste 240, Parker, CO
  • Visit Website
Photos
0 / 0