Oak Partners has been providing wealth management and financial planning services to financially established individuals, families and businesses for over 28 years. Today, our team provides guidance on over 1.2 billion dollars in clients' assets.
Oak Partners team is comprised of professionals in our field who fulfill different roles in the financial planning process. We maintain constant communication across our offices and teams and are proud to be able to deliver the exceptional experience that our clients have come to expect from Oak Partners.
At Oak Partners, we are committed to excellence. We understand that our clients trust us to manage their long-term financial future and we believe that it takes a team of dedicated, disciplined professionals to honor that trust.
Our clients trust us to keep them abreast of important developments, which is why we send out weekly market updates, economic analysis pieces, and host client events throughout the year.