Oakbridge Advisors_FSVB

Welcome to OakBridge Advisors

OakBridge Advisors takes a consultative approach to designing and implementing benefit plans. Our philosophy of total customer care is carried throughout the planning, implementation, and management of your benefits.

Through our OakBridge Private Exchange, we can integrate your payroll, employee benefits and retirement plans with our services and advice.
We know you care about the quality and financial security of your employees. That’s why we design and implement employee benefit and compensation plans that promote the economies of scale that multiple line relationships provide. This enables you to offer the best for less. OakBridge Advisors is pleased to have received numerous endorsements from our clients due to our superior cost-effective employee benefit programs and unparalleled customer service.



  • Securities offered through Crown Capital Securities, L.P. Member FINRA/SIPC

  • Insurance Services offered by O.B.A. Insurance Center, CA Insurance License Number 0F97762, Tel 888.262.8865