Skip to content

About Oakbourne

Vested in your success

Oakbourne Advisors is an independent, retirement plan consulting firm with offices in West Chester, Pennsylvania; and Hackettstown, New Jersey.

iStock-956266280-1

What We Do 

We provide customized retirement plan consulting to service businesses with approximately 15 to 100 employees, nationwide.

Every project includes three primary components: plan design, investment menu selection, and participant education. Solutions are designed to align with our clients’ business objectives, support employee engagement, and ease related administrative obligations.


Our Approach 

As fiduciaries, we approach our work with our clients’ best interests in mind. The principles of expertise, service, and loyalty are also foundational to our practice.

Our Story 

Originally founded in 2004 as an investment advisory firm, Oakbourne Advisors now serves clients across the country.

Our team comprises a range of seasoned financial services professionals. Many of us have familial ties to Chester County and each team member has years of experience in comprehensive retirement planning for small- to medium-sized companies, 401k plan management, client service, and more.


iStock-1313394214

Our Name

West Chester’s Oakbourne Park, with its wooded trails, gardens, recreational fields, and historical mansion, has been a community resource and a special part of residents’ lives for centuries. Many of our team members spent time at Oakbourne as children and we wanted our firm name to reflect that shared history. Like the park, we serve as a trusted resource to our community and beyond, so the name seemed a perfect fit.

We’re also proud supporters of the Friends of Oakbourne, a nonprofit organization that assists Westtown Township in caring for, improving, and enhancing the park. 

Ready to get started?


Oakbourne Advisors also provides private wealth advisory services strictly by referral or invitation.