A complete list of active advisors currently associated with Fortune Oak Advisory

Warmer can help you find a great advisor at Fortune Oak Advisory or one who fits your needs even better.

Fortune Oak Advisory serves individuals, high‑net‑worth clients, trusts, estates, family and closely held business entities, nonprofit organizations and foundations, and other business or institutional clients. The firm provides comprehensive wealth advisory services that integrate portfolio management and financial planning, and it also offers limited‑scope, project‑based planning engagements and assistance with private investment opportunities. The firm’s approach emphasizes integrated financial planning with long‑term portfolio management, using strategic asset allocation, concentrated‑position management, selective use of exchange‑traded options, and third‑party managers as appropriate. For suitable clients—typically accredited investors—the firm conducts initial and ongoing due diligence on private placements and coordinates tax and liquidity matters with clients’ other advisers. Compared with many solo independent advisers, Fortune Oak highlights work with institutional and entity clients and a readiness to implement private and alternative investments, features that are relatively uncommon among peers. The firm also departs from the typical percentage‑of‑AUM billing model by basing recurring advisory fees on total household or entity net worth and reported no assets under management as of the brochure date.

To learn more about the advisors currently working at Fortune Oak Advisory, 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.

Name	Location	Years of experience
William Syrus	Noblesville, IN	1

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