Tailored, comprehensive plans thoughtfully developed by fiduciaries to help you achieve your financial goals.
Founded in 1993, Oak Partners has been providing guidance on over 1.4 billion in clients’ assets. We’ve grown to a collaborative team of thought leaders in the financial industry.
We have been with Oak Partner’s for several years now, and our experience with them is that they are unique in the industry. They are polished, professional, so warm and welcoming with a high bar of customer service excellence. This is matched with their collective wisdom, experience, expertise, and discerning superior strategist abilities. We feel we are in steady and highly competent hands that genuinely care about us as people and our personal account needs.
One of the many characteristics that I so appreciated about coming to Oak Partners is the term “Family”. It means Inclusive, Connected, Supportive. I’ve been a Client for 12 years, I left the big boys to be listened to and seen. I have not had to search anywhere else again!!
I have had many brokers, that were more worried about their bottom line verse my bottom line. Oak has always put us first making sure what every investment vehicle that was chosen would benefit us. It is rare one is lucky enough to associate with such a professional, caring, and giving company.
Bull and Bear Go To Market
Preparation is the Key to Retirement
Retirement Accounts When You Change Your Job