Rooted in Data. Grown for your Legacy.
Financial Planning that combines the strength of institutional-grade analysis with a deeply personal approach to your future.
Objective Strategy
No product sales. Just pure, data-driven advice tailored to your specific life goals.
Institutional Edge
Leveraging the Ridgeline Terminal to provide analysis typically reserved for the top 1%.
Clear Transparency
A simple, flat-fee structure that puts our interests exactly where they belong: on your side.
Financial Planning for Real Life
I provide personalized, goal-based guidance that fits your life—not just your bank account. No hidden agendas, no product sales. Just honest strategy.
💰 Budgeting
Master your cash flow and build momentum without feeling restricted.
🚀 Retirement Planning
Know exactly what you need to exit the rat race with a practical, step-by-step roadmap.
🛡️ Risk & Tax
Insurance analysis and tax-aware strategies to protect your family legacy.
🏠 Life Events
Buying a home, career changes, or marriage—navigate big moves with total confidence.
📉 Debt Strategy
Pay down debt strategically without falling behind on your other goals.
🎯 Investing
Portfolios built around your risk tolerance, not the latest market noise.
Investment Management
Everyone deserves a smart, intentional investment strategy, regardless of their starting balance. I help you grow wealth confidently while you stay in the driver's seat.
- ✓ Low-Cost, Diversified Portfolios
- ✓ Regular Rebalancing
- ✓ Tax-Aware Optimization
- ✓ Non-Discretionary Trading
Financial Coaching
Financial success isn’t a one-time event—it’s a process. I provide the accountability and clarity you need to stay on track all year long.
- ✓ Personalized Check-Ins
- ✓ Unlimited Q&A Access
- ✓ Decision Support
- ✓ Goal Tracking & Accountability
Why Work With Oakridge
Led by owner and sole advisor **Zachary Willie, MBA**, Oakridge Financial Planning offers experienced, fee-only advice. With over 6 years in financial analysis and a laser-focused educational background in personal financial planning, Zachary brings analytical precision with a human touch.
How It Works
Planning doesn't have to be intimidating. Here is the path to your customized roadmap.
Start with a Conversation
We begin with a free, no-pressure conversation to learn about your goals, challenges, and what’s on your mind financially.
Build Your Plan
We create a customized roadmap—whether it's budgeting, investing, or retirement—to give you a clear, actionable plan.
Take Action with Support
I help you stay on track and adapt as life evolves. You’ll always have a trusted partner to call when new questions come up.
You don’t have to navigate your finances alone. Whether you’re just starting out or looking for guidance, I am here to help.
Starting can feel overwhelming, so let’s make it simple. There’s no pressure to commit — let’s just talk and see if we’re a good fit.