Jason W. Urbaniak

Partner, Wealth Advisor, AIF ®

Wealth Management Group

jason.urbaniak@oakpartners.com

Jason is a managing partner and Senior Wealth Advisor at Oak Partners and one of the founders of the Wealth Management Group.  Jason joined Oak Partners in 2002 and has been recognized by LPL Financial since 2004 as a top national advisor based on overall production.  


Jason grew up in Northwest Indiana and attended Andrean High School. He lives in Valparaiso and enjoys spending time with his family, offering his time to many local boards and charities and coaching youth sports.

Jason W. Urbaniak, Partner, Wealth Advisor, AIF ® at Oak Partners Wealth and Retirement Planning