Strong Foundations. Elevated Futures.
OakSpire Advisory, LLC is a boutique advisory firm providing family office, tax strategy, tax compliance, and strategic planning services to families, principals, and closely held enterprises.
We help growth-minded individuals, families, and business owners navigate the full arc of their financial journey — from strong foundations to elevated futures.
Rooted in trust, driven by insight, and guided by legacy, we provide enduring strategies that grow with you.
The oak tree symbolizes strength. Its roots run deep, anchoring it through seasons of change. The spire reaches upward — a marker of growth, purpose, and vision.
At OakSpire Advisory, we bring these qualities together. We serve as trusted guides to those building something that lasts — whether a business, a legacy, or a life of meaning. From startup to succession, we stand beside you with strategies designed for today and built for tomorrow.
We help business owners and their families design the structures, processes, and decision frameworks that support continuity, accountability, and long-term objectives across generations.
Our role is not asset management or product distribution. We serve as independent strategic advisors focused on planning, coordination, and execution — a steady hand at the table when it matters most.
OakSpire works alongside the attorneys, bankers, and CPAs already in a family's orbit. The relationships you have stay in place. What we bring is a single, coherent point of view across them.
Chad Waldron
Chad Waldron, CPA, is the founder and president of OakSpire Advisory. With more than 15 years of experience, he brings expertise in family office services, private client advisory, tax strategy, and long-term planning. Throughout his career, Chad has advised clients across a wide range of industries, including real estate, technology, SaaS, oil and gas, private equity, and other closely held enterprises.
Prior to founding OakSpire Advisory, Chad served as a Family Office and Private Client Services Partner. Through that experience, he developed a conviction that every family — regardless of net worth — deserves access to coordinated expertise and strategic guidance.
Chad founded OakSpire Advisory with a simple mission: to help families gain the clarity, structure, and support needed to make confident long-term decisions. He begins every engagement by understanding what matters most to the family, then develops strategies that reflect their goals and values.
Known for his ability to translate sophisticated financial and tax concepts into clear, actionable strategies, Chad helps clients move forward with confidence. His approach is rooted in partnership, transparency, and trust — helping families protect what they've built and create lasting legacies.