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How We Serve

We serve by listening. We believe that listening to our clients is the best way to learn about their values, goals, and priorities and it provides the foundation for the advice and strategy that Oak Partners provides. We also believe that financial strategies must be flexible to be able to adapt to shifting markets and changing life priorities.

Our client experience is based upon ongoing needs analysis, individualized planning, client education and frequent opportunities to strengthen client relationships. We are proud to be independent financial advisors with no sales quotas or revenue requirements. This leaves us free to recommend some of the highest quality investments that are suited for each client’s personal financial situation. We are honored that we remain the trusted financial advisor for many of our earliest clients and their families. In everything we do, we strive to show our clients that independent, time-tested investment strategies and a total commitment to service provide the best long-term financial results. 

We strive to be different.  We strive to be better.  Our clients certainly deserve nothing less.