Oak Advisors, LLC (Oak Advisors) is a fee-only, registered investment advisory firm that provides wealth management services including financial planning, investment advice, portfolio management, and performance monitoring for individuals, families, companies, and trustees.  Oak Advisors is regulated by the Securities and Exchange Commission (SEC).  We have a legal duty to act in the best interests of our clients. This fiduciary duty means that we put the best interests of our clients first. As we are compensated solely by the fees you pay us and not transactions or product sales, our interests are in keeping your overall expenses low. This means that our advice is unbiased and completely objective with no conflicts of interest.  Our sole focus is on helping you meet your financial goals.

We are guided by defined financial planning and investment management disciplines that have produced verifiable historical results.  Initially, we review your entire financial situation to ensure everything is fully understood and considered prior to us making any specific recommendations.  Understanding your objectives is the key to helping you meet your long-term goals.  We feel that if we can properly identify your objectives, we can create a strategy that will meet your needs over the long term.  Generally, we recommend employing several strategies in concert with one another to help you meet your goals and reduce overall portfolio risk*.

*The type and scope of services rendered depends upon the client’s individual situation and the terms of the engagement.

Choosing to work with Oak Advisors is the beginning of a long-term business partnership, one that may last the rest of your life. You will be entrusting us with personal information and relying on our expert advice countless times.  We take this responsibility very seriously and require that all of our licensed professionals who render advice have college degrees and/or professional, industry certifications such as CERTIFIED FINANCIAL PLANNER®.