Financial Advisors in Valparaiso, IN

Oak Partners, Inc.

Phone: 219-850-1040
Fax: 219-462-2286

200 East Lincoln Way
Valparaiso, IN 46383

Mon-Fri: 8:00 AM - 5:00 PM

Oak Partners, Inc. has been recognized for the last 5 years as one of the Region Best Financial Advisors. It is with that success that they have expanded their presence in a number of different communities.

In August of 2016, Oak Partners expanded our presence in Valparaiso. With the continued growth in the need for financial planning and investment advice in Porter County we moved to a larger location on Lincolnway. This office is home to several financial advisors as well as full-time staff. With over 25 years’ experience providing retirement advice in northwest Indiana and the ability to provide fiduciary advice to clients and institutions Oak’s expanded footprint in Valparaiso couldn’t come at a better time.

Oak Partners’ financial services include: investment management, wealth & retirement planning, education planning, IRAs, 401(k) transition assistance, life insurance, 401(k), small business retirement plans, financial planning, and institutional asset management.