Oak Financial Group, Inc. delivers Wealth Management solutions for affluent individuals and families. We provide comprehensive and personalized Investment Management and Strategic Planning services.
Independence & Integrity – A trusted fiduciary
As an independent registered investment advisor and fiduciary, we act solely in your best interest. We sell no proprietary product and act free of many of the conflicts of interest inherent to other financial institutions. We are dedicated to thoroughly understanding each client’s needs and clarifying their tolerance for risk, before we plan and construct a portfolio designed to achieve their goals.
Wealth Management – Comprehensive advice
Included in our fee, we offer comprehensive wealth management services that encompass not only our core investment management service but also individual retirement and financial planning, employee retirement plan analysis (e.g. 401-k and 403-b), estate planning, insurance analysis, real estate consulting, and other related wealth management advice. With our clients’ permission, we will consult with their outside tax advisors, estate planning attorneys, or any other financial professionals they have engaged.
Strategic Planning – Our commitment to serving each client’s lifestyle needs, goals & risk tolerance
We strive to understand your complete financial picture to ensure your assets are invested in alignment with your objectives. Our dynamic process adapts to change as your needs and goals evolve over time. Our process
Investment Management – Preserve and grow your assets and generate income
We offer individualized investment management strategies designed to prudently grow wealth over time, provide income when needed, and protect capital in down markets. We are dedicated to delivering reliable, long term returns to build and preserve wealth and avoid profound losses. Our philosophy