A complete list of active advisors currently associated with Charter Oak Capital Management

Warmer can help you find a great advisor at Charter Oak Capital Management or one who fits your needs even better.

Charter Oak Capital Management is a fee-based investment management and financial planning firm that provides discretionary portfolio management, comprehensive financial planning, and retirement plan consulting to individuals, high net worth clients, trusts, estates, charitable organizations, and plan participants. As of December 31, 2025, the firm reported approximately $1.57 billion in discretionary and non-discretionary assets under management across roughly 1,397 family households. The firm employs a mix of fundamental and technical analysis and adapts investment strategies to market conditions and client circumstances, with portfolios that are ETF-heavy and implemented through long- and short-term purchases and limited trading. Charter Oak also uses subadvisors and third‑party services — including Vanguard Personalized Indexing for direct indexing mandates and a third‑party platform (Pontera) to manage held‑away retirement accounts — and discloses the tax and liquidity considerations associated with direct indexing. Charter Oak periodically offers educational seminars for the general public at no charge, a service that is less common among similar team firms. In 2026 the firm completed an acquisition by Mercer Global Advisors, resulting in an ownership change and client assignment process that may lead to a wind‑down of Charter Oak’s advisory business at the custodial level.

To learn more about the advisors currently working at Charter Oak Capital Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.