An Integrated Approach to the Financial Services You Need
Oakhurst Financial is a fee-only financial planning, investment management, and tax firm in Los Altos, California.
As Financial Planners, we offer an integrated, comprehensive approach to investments, retirement planning, tax planning, and preparation. We analyze the tax implications of your investment strategies to optimize what really matters to you: what you keep after taxes. And we don't just prepare tax returns in isolation, but instead help you plan your financial strategies throughout the following year.
Our fee-only approach means that we accept no commissions for selling any products, nor do we benefit from recommending any particular course of action. We look out for what is right for you.
We are proud of our straightforward values and commitment to our clients' interests. No matter what your financial question or issue, we can solve it, or help you with a referral to someone that can.
Our planning and investment advice is offered hourly, by the project, or for an annual retainer. You get to choose what fits you. We also provide investment management for clients that prefer that approach. Tax preparation is done for a very competitive fixed fee, determined by the complexity of your return.