About Us

Where Financial
Confidence Begins

We help families and businesses navigate their financial journeys with expertise, integrity, and personalized care.

Our Story

A Different Kind of Wealth Firm

Oakridge Private Wealth was founded with a simple belief: that everyone deserves access to thoughtful, personalized financial guidance. What started as a small advisory practice has grown into a comprehensive wealth management firm serving families throughout Michigan and beyond.

We created a different kind of financial firm—one built on transparency, accessibility, and unwavering commitment to client success.

Today, our team of credentialed professionals brings together expertise across investment management, tax planning, estate planning, and risk management to deliver truly integrated financial solutions.

Oakridge Wealth Firm
Client-First
Fiduciary Advice
Our Values

What Guides Us Every Day

Client First

Every decision we make is guided by what's best for our clients, not our bottom line.

Precision

We believe in data-driven strategies backed by rigorous research and analysis.

Excellence

We hold ourselves to the highest standards of professionalism and expertise.

Integrity

Transparency and honesty form the foundation of every client relationship.

Meet Your Independent Fiduciary

Combining experience with a genuine passion for helping clients succeed.

Dino Berri

Dino Berri

President & Wealth Advisor

Dino Berri founded Oakridge Private Wealth to help individuals and families approaching retirement make confident, well-informed decisions about their financial future. His approach is centered on clarity, long-term thinking, and thoughtful planning—so clients can feel secure today and intentional about the legacy they leave behind. Dino earned a Bachelor of Science in Finance from Wayne State University and has been a licensed financial advisor since 2016. He works closely with clients to provide investment strategy oversight, retirement income planning, and coordinated financial guidance designed to simplify complex decisions. He holds FINRA Series 65, 63, 7, and 6 licenses, along with Life & Health and Variable Insurance licenses in Michigan, and remains current through ongoing education and industry training. Outside of his work, Dino is actively involved in mentoring local youth and coaching wrestling at Dearborn High School. He values family, community, and staying active—principles that shape how he serves his clients.

Ready to Write Your Success Story?

Join the families who have trusted Oakridge Private Wealth with their financial futures.

Oakridge Private Wealth

Trusted Guidance. Generational Wealth.

Building wealth, securing futures, and empowering financial freedom for generations.

Investment advisory services are offered through Foundations Investment Advisors, LLC ("Foundations"), an SEC registered investment adviser. Nothing on this website constitutes investment, legal or tax advice. Any historical performance data is solely illustrative and provided as general information and is not a prediction of any future results or any past results for any specific client of Foundations. This website and its contents do not make any recommendation that any particular security, portfolio of securities, transaction, investment, or planning strategy is suitable for any specific person. Personalized investment advice can only be rendered after the engagement of Foundations, execution of required documentation (including a client agreement), and receipt of required disclosures. Investments in securities involve the risk of loss, including a total loss of money invested. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Foundations and its advisors are properly licensed or exempt from licensure; Foundations reserves the right to accept or reject any prospective client. For more information about us, please visit adviserinfo.sec.gov and search by our firm name or CRD #175083. Click here for Privacy Policy, Form CRS & ADV Part 2A.

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