A complete list of active advisors currently associated with Crimson Oak Wealth Management, LLC

Warmer can help you find a great advisor at Crimson Oak Wealth Management, LLC or one who fits your needs even better.

Crimson Oak Wealth Management provides personalized financial planning and investment management to individuals (including high-net-worth clients), business owners, and non-profit organizations, and also offers retirement planning and 401(k) consulting. The firm distributes periodic newsletters to clients and conducts educational seminars and workshops for clients and prospective clients. The adviser typically pursues a long-term, goals‑based strategy tailored to each client’s risk tolerance, while using shorter-term trades as needed for rebalancing, tax management, or risk control. Investment selection draws on fundamental, technical, and cyclical analysis and portfolios may include diversified mutual funds and ETFs as well as individual stocks, bonds, and—when appropriate—options, margin, or short-sale strategies. Noteworthy features for this small, fee‑only advisory practice include managing roughly $39 million across about 50 client relationships and a principal with an advanced academic background plus CFP certification. The firm does not custody client assets, participates in an institutional custody platform that provides research and practice‑management benefits, and maintains an active client education program of newsletters and seminars that is uncommon among peers.

To learn more about the advisors currently working at Crimson Oak Wealth Management, LLC, 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.