200 East Lincoln WayValparaiso, IN 46383
Mon-Fri: 8:00 AM - 5:00 PM
Oak Partners, has been servicing clients in the region for over 28 years. Our team of wealth advisors collectively service over $1.2 billion in brokerage and advisory assets through LPL Financial.
We are committed to help you seek to achieve your financial goals and deliver the concierge level of service you deserve. Our advisors specialize in asset management and providing investment strategies to navigate the ever-changing investment landscape. Our professionals act as fiduciaries in advisory relationships, which means that we hold an ethical relationship of trust with you, our beneficiary, to act at all times for your sole benefit and interest.
Each team is comprised of professionals in our field who fulfill different roles in the financial planning process. We pride ourselves on keeping our clients educated and informed. Oak Partners, Inc. has been recognized as the best financial advisors in the region according The Time of Northwest Indiana (2021).
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.
Let us be your partner in retirement.