COVID-19 Update:

March 24, 2020

The health and safety of our clients, employees and community are of utmost importance to us. Considering the ever changing COVID-19 situation, our team will be implementing some new office procedures through April 3rd.

  • Oak Partners office hours will be shortened to 8:30 to 4:00 Monday through Friday
  • Oak Partners office doors will be locked during business hours
  • Clients and members of the public will be admitted to the office by appointment only. Clients are asked to phone ahead to schedule essential business only (dropping off checks, signing distribution forms, opening accounts etc.).
  • All reviews and client planning meetings will be scheduled through phone conference while the Indiana shelter in place order is in effect.
  • Clients are encouraged to adopt LPL's electronic signature DocuSign technology for critical business.

So, while our doors may not be open, Oak Partners definitely is. Your Oak Partners teams are devoted to prompt response on all service, strategy and portfolio related questions. Please stay connected, stay safe and stay healthy. Our team is ready to assist you and can be reached at 219-795-1000.

Thank you for your incredible support during this time.

Oak Partners has been providing wealth management and financial planning services to financially established individuals, families and business since 1993.

Our Process

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Our Philosophy

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 Your Experience

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Who We Are

Celebrating Over 25 Years of Exceptional Client Service 

Welcome to Oak Partners, Inc. where we strive to be your most trusted advisor through our professional knowledge, our integrity and our total commitment to service.

At Oak Partners, we provide comprehensive investment consulting services with the goal of increasing our clients’ wealth and protecting their financial future through professional guidance and a personalized investment strategy. We believe that investing in today’s markets requires discipline, knowledge, and professional experience, and our clients trust us to deliver prudent advice and help maximize their returns.

Meet The Team

We work with you to create a personalized road map designed to guide you through life’s milestones.

Discover Hidden Opportunities

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

Where do you want your financial roadmap to take you?

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and provide you with the highest level of service.

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