Financial Advisors Crown Point, IN

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Sound Financial Planning

Tailored, comprehensive plans thoughtfully developed by fiduciaries to help you pursue your financial goals.

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Knowledge & Experience

Founded in 1993, Oak Partners has been providing guidance on over 1.6 billion in brokerage and advisory assets through LPL Financial as of August 14, 2025. We’ve grown to a collaborative team of thought leaders in the financial industry.

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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.

This statement is a testimonial by a client of the financial professional as of 03/08/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

-Sherri L

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!!

This statement is a testimonial by a client of the financial professional as of 03/08/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

-Max M.

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.

This statement is a testimonial by a client of the financial professional as of 03/08/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

-Bob P