A complete list of active advisors currently associated with Gordon Oak Financial, LLC

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

Gordon Oak Financial serves individuals and small- to mid‑size employers, offering comprehensive private financial planning and an employer program that provides employee-focused planning under defined engagements. The firm also conducts periodic educational seminars and workshops for clients and the general public. The firm operates as a fee‑only planning practice and does not provide discretionary portfolio management, take custody of client assets, or use percentage‑of‑AUM billing. Investment guidance is oriented toward long‑term strategies and modern portfolio theory and can include recommendations of mutual funds, ETFs, annuities, commodities, and robo‑investing platforms, with implementation left to clients and their chosen custodians. Distinctive features include an affiliation with accounting services — the firm’s principal is also an accountant and may provide accounting-related advice outside the advisory business — and a formal employer program combined with public workshops. The planning‑only, non‑AUM model and regular educational outreach differentiate the firm from many independent advisers that typically manage client portfolios or rely on AUM-based fees.

To learn more about the advisors currently working at Gordon Oak Financial, 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.