Financial Advising for Individuals and Families

Planning your present & future

Grow Your Legacy

The most valuable part of financial freedom is your time.

Working together, we handcraft a financial plan complimenting your present and future goals. After the initial plan and investments, we are in it for the long-haul – growing your legacy, building our friendship and adapting to life’s changes along the way. There is no one size fits all.


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

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.