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Monday 8am - 5pm Tuesday 8am - 5pm Wednesday 8am - 5pm Thursday 8am - 5pm Friday 8am - 5pm

Oatley & Diak, LLC

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Parker, CO
Oatley & Diak, LLC

Investing in Family Values for over 30 Years in Parker, Colorado The investments utilized adhere to our strict set of requirements.

Oatley & Diak is a family run registered investment advisory (RIA) firm that provides clients investment management and financial planning services in a hands-on, intimate environment. Our diverse wealth of education and industry experience provides the client with a reservoir of knowledge to assess and construct a strategy that can identify the client’s unique needs. We offer a process driven, value approach toward creating a financial plan unique to the client’s needs that will assist in achieving superior results over the long-term. The client’s goals and objectives are reviewed using a disciplined monitoring process with intimate one-on-one client meetings. Oatley & Diak team environment transcends the firm structure; working well with other advisors, such as CPA and attorneys, to create a streamlined approach to the client.

11/02/2026

The key to getting everyone in the family engaged in charitable giving is finding what everyone is passionate about. Whether it's education, domestic violence, or food insecurity, finding organizations that match these interests is key.
https://www.oatleydiak.com/post/charitable-giving-benefits

You don’t have to be among the wealthy to make an impact with charitable giving. When you give to charity, you not only help others, but you

10/31/2026

Time to "fall back"! ⏰ As Daylight Saving Time ends, enjoy that extra hour to rest, reflect, or tackle a project.

10/31/2026

Ghosts, goblins, and ghouls, oh my! 🎃 Halloween is here. Enjoy the fun, stay safe, and maybe sneak an extra piece of candy.

10/30/2026

FSA funds are subject to “use it or lose it” stipulations. If you don’t use them for a qualified health-related expense by the deadline at the end of the year, you’ll forfeit the balance to your employer. Here’s what you need to know to make the most of your FSA benefit.

A flexible spending account lets you pay for medical expenses pre-tax, but you need to understand the rules to get the most from it.

10/28/2026

Your financial plan isn’t a one-and-done task; it’s a dynamic process that adapts to your life. Here are 5 tips to keep your plan on track:

1️⃣ Stay Flexible: Life and markets change-your plan should, too.
2️⃣ Check In Regularly: Reassess your goals, savings, and budget.
3️⃣ Rebalance Your Portfolio: Ensure your investments match your risk tolerance.
4️⃣ Build an Emergency Fund: Aim for 3-6 months of essential expenses.
5️⃣ Adapt to Life Events: Major changes may require immediate adjustments.

10/26/2026

Giving to a cause you care about can also be part of your tax planning. See how a thoughtful approach may help you give more efficiently. ❤️ https://www.oatleydiak.com/post/charitable-giving-tax-planning

If charitable giving is part of your year-end plans, writing a check isn’t your only option. See how a tax-aware approach may help you give more efficiently while keeping your charitable goals at the center of the decision.

10/23/2026

If you’re already planning to give to charity, it makes sense to consider the tax side of that decision before you donate.

How you give matters. Different assets and charitable strategies receive different tax treatment, and the calendar matters for year-end gifts. 💙

That makes charitable planning part of a larger financial conversation. Your giving goals come first, followed by decisions about how to carry them out efficiently.

A little advance planning may help you coordinate your generosity with the rest of your financial strategy. ❤️

What role does charitable giving play in your year-end planning?

10/21/2026

Your financial plan isn’t a static document; it’s an evolving tool. Learn how to keep it flexible and aligned with your changing life and goals. 🌟

A financial plan isn’t a one-and-done task. It’s an ongoing process that evolves with your life, your goals, and even the economy.

10/19/2026

Are you paying for insurance you no longer need–or missing out on coverage you do? Find out how to evaluate and adjust your policies for optimum financial security. 💡

Learn how to proactively review your insurance policies to avoid gaps and stay financially prepared.

10/16/2026

Life evolves, and so should your insurance. Here are key tips to ensure your coverage keeps up:

🔍 Review policy limits: Ensure they reflect your current assets and needs.
⚠️ Check for exclusions: Identify gaps like flood coverage or valuable items.
👨‍👩‍👧‍👦 Update for life changes: Adjust for milestones like marriage, kids, or financial growth.
💸 Evaluate costs: Shop around for new discounts or bundling options.
📈 Stay informed: Monitor legal, market, and policy changes.

Address

18801 E Main Street, Ste 240
Parker, CO
80134

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 5pm

Website

http://www.oatleydiak.com/

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