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Cordgrass Capital Advisors

EST. AUM
$729,946,694

CONTACTS
4

CLIENT ACCOUNTS
1,592

Firm Details

Metro area Raleigh
CRD Number 311528
Website cordgrasscapital.com
Client types

Overview

Now operating as Cordgrass Capital Advisors, Oak Harbor Wealth Partners, LLC is an independent registered investment advisory firm that provides financial planning and investment management services to individuals, families, and businesses. The firm adheres to a fiduciary standard, focusing on delivering strategies aligned with clients' financial goals. Oak Harbor combines financial planning and investment management to create tailored solutions. Its team includes professionals with certifications such as CFP and CFA.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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