Broker Check

Oak Partners, Inc.


Oak Partners Wealth & Retirement Planning has been servicing clients wealth for over 28 years.   

Who We Serve 

Our clients are focused on building financial security and are motivated to pursue their goals in a deliberate and thoughtful manner. Commonly shared objectives among our clientele are preserving capital, generating retirement income and growing assets while navigating today’s complex investment landscape.

 While the individuals, families and businesses we work with have typically accumulated a level of financial independence, we also guide successful younger families in developing plans for achieving financial success.


Our Philosophy

We seek to separate investing from speculation.

 By utilizing sophisticated planning tools and leveraging the intellectual capital of financial industry leaders, we are able to assist clients in designing and implementing a properly diversified portfolio based on risk tolerance and financial objectives. As those objectives change, we can adjust the wealth plan accordingly. Our philosophy aims to maximize wealth over time without introducing undue risk. 

We offer strategic and tactical asset allocation and provide a wide array of investment solutions. 

From a client’s perspective we must help control emotions that encourage knee-jerk reactions to market extremes and economic noise.


The Oak Partners Process 

We listen before we advise.

Our client relationships always begin with an in-depth conversation as listening provides the foundation for the advice we provide. After we develop a solid understanding of each client’s unique goals, investing experience and comfort level with financial concepts we design a detailed strategy outlining how investment assets and financial habits can be focused to achieve long term success. 

The Oak Partners Experience

We are fully involved in relationships. 

We seek to exceed expectations through attentive service and personal counsel. We focus on open communication and host numerous client events designed to educate and strengthen relationships. We believe quality relationships are often maintained in a variety of ways. One on one strategy meetings, informational group meetings and less formal social events all provide ways for our clients to stay connected with their advisory team.