Oakway Financial LLC

Oakway Financial LLC is a Financial Planner in Wheat Ridge, CO. The firm provides independent fiduciary guidance to individuals, families, business owners, and retirees who are navigating job changes, retirement, company buyouts, 401(k) rollovers, equity compensation, stock options, insurance, and tax‑aware financial decisions. Oakway Financial serves clients throughout the Denver metro area and across the country, and it holds a perfect 5.00 rating from its reviewers.

The practice emphasizes objective, long‑term planning rooted in an independent fiduciary model. Founder and financial advisor Brian Lipsett draws on personal experience and a career in financial services to help clients evaluate retirement accounts, pension options, and benefits when changing employers, as well as to address concentration risk and tax implications of equity compensation. Oakway Financial’s approach integrates investment management, retirement planning, insurance analysis, and coordinated tax strategies, enabling clients to move forward with confidence during major life transitions. The firm’s website notes that it offers ongoing financial planning and investment management tailored to each client’s goals.

Located at 7105 W 44th Ave, Oakway Financial sits just off West 44th Avenue, about a tenth of a mile away. It is a short walk from Reed Street School and Apel‑Bacher Park, each roughly three‑tenths of a mile, and within four‑tenths of a mile of the Wheat Ridge Post Office, Stevens Elementary School, and North Wadsworth Boulevard.

Oakway Financial’s combination of independent fiduciary advice and a flawless client rating makes it a trusted resource for complex financial transitions in Wheat Ridge and the surrounding Denver region.