Oak Partners, Inc.
Celebrating 26 years of client service in 2018.
Oak Partners, Inc. was founded in 1993 and currently has offices in Crown Point, Valparaiso, Lafayette, Auburn, IN and Cincinnati, OH. We serve clients all across the United States.
Our objective is to help create and preserve our clients’ wealth through professional advice, education, and guidance while providing an exceptional client experience. We are independent, which means we have no proprietary investments to offer, and no “mandate from above” to sell a certain type of investment strategy or product. We have access to a wide variety of investment products and types and the needs of our clients drive our investment strategies. Our Wealth Advisors are specialists who have built their practices on years of experience in a variety of market conditions and continue their professional education to help our clients make informed decisions. They view themselves as teachers as much as advisors and focus on educating our clients and helping make them better investors.