Oakbridge Partners Email Format

Financial ServicesGeorgia, United States2-10 Employees

Oakbridge Partners operates in the financial services sector as an independent wealth management firm that follows a fee-only model. Founded in 1974 as Lesesne Capital Management, it is among Atlanta's oldest independent fee-only managers. In 2022, the firm merged with Homrich Berg and now functions as part of that organization, maintaining a fiduciary approach and a high level of personalized client service.

Based in Atlanta, Georgia, the firm is located at 3630 Peachtree Road. It maintains a small team and delivers its fiduciary, fee-only wealth management through the Homrich Berg platform, reflecting its continued emphasis on high-touch client service.

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