Cutting Edge Products

Old-fashioned service

The Oak Financial Group

Enhancing lives and enriching legacies for generations

The Oak Financial Group is an independent, team-driven financial advising firm with over 150 collective years of industry experience, born and bred “where Texas began” in Brazoria County.

At The Oak Financial Group, generations of our family protect, guide, grow, and enrich the financial legacies of our clients’ generations.

We take comprehensive care of your family’s financial needs with old-fashioned service and cutting edge products. As a full-service financial firm committed to helping people pursue their financial goals, we offer a wide range of financial products and services to individuals and business owners. With The Oak Financial Group you get the whole team. Sound advice. Sound decisions.

The mighty oak begins with a humble acorn. Let us help you grow your future.

Get Started

Individual

  • IRA and IRA Rollover
  • Brokerage Accounts
  • Fee-Based Asset Management
  • Retirement Income Planning
  • Wealth Preservation strategies
  • Tax Efficient Investing
  • Charitable Giving
  • Insurance
  • Annuities

Estate

  • Life Insurance
  • Pensions
  • Wealth Preservation Strategies
  • Special Needs Planning

Business

  • 401(k), SEP/SIMPLE IRA Plans
  • Deferred Compensation
  • Employee Benefit Programs
  • Group Insurance Plans (Health, Life, Key Person)
  • Business Insurance
  • Business Succession Planning
  • 1031 & 453

From our Founder

Know your own inherent value

At The Oak Financial Group our roots are founded in celebrating each individual – guiding them to financial freedom so they may know their own inherent value.