About OakBridge Financial Partners, LLC

OakBridge Financial Partners, LLC was founded by Edward Roberts and D.R. Robinson II. Both Ed and D.R. have been providing comprehensive financial and investment planning services for a combined total of 35 years. 

Our firm uses an effective process for financial risk assessment to individually tailor a wealth management strategy for each client. Our role is to help clients make smart, well-informed decisions about their investments and financial affairs, while minimizing their financial concerns and giving them confidence in their investments. We will not recommend any course of action or type of investment until we are aware of the client's goals and objectives - and only when we are convinced that the recommended action is appropriate, do we make a recommendation.

Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don't have a product or service, we know a group that does.