Oakley & Irving Wealth Management, LLC.
Originally established as Oakley Financial Advisors, LLC. on June 12, 2000 in Artesia, New Mexico by Dave Oakley, Oakley & Irving Wealth Management, LLC, came about when Aaron Irving officially partnered with Dave in 2014. Aaron became the sole owner of the business after Dave passed away in August 2019, but Dave's legacy continues to be honored by keeping the name unchanged. Dave's legacy also continues through our commitment to staying true to our small town roots and treating our clients like family.
We put the needs of our clients first and will protect our relationships with confidentiality.
We can't promise clients they will always make money. There are too many things beyond our control. We can't control the stock market. It goes up and down no matter what we do.
With that in mind, we work with our clients to create a plan to pursue their long term goals. We build relationships on trust, with a focus on knowing our clients and helping them get to where they want to be.