A complete list of active advisors currently associated with Great Oak Capital Partners, LLC

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

Great Oak Capital Partners is a SEC‑registered advisory firm that provides wealth management, comprehensive financial planning, portfolio management for individuals (including high‑net‑worth clients), trust and estate advisory, retirement plan advisory, and sub‑advisory services. The firm serves both individual and institutional retirement‑plan clients and offers discretionary and non‑discretionary management options. The firm employs an evidence‑based investment approach that emphasizes low‑cost, diversified mutual funds and ETFs, regular rebalancing, and a generally long‑term orientation while permitting tactical adjustments or shorter‑term trades when client objectives require. Portfolios commonly include institutional funds (the brochure cites DFA, Vanguard and iShares), may incorporate bonds, and the firm acts as an ERISA fiduciary when providing retirement plan services. Distinctive features include an affiliated accounting and tax services company that provides accounting, business consulting and tax work the firm may recommend to clients (a relationship the brochure discloses as a potential conflict of interest and notes clients are not required to use). The firm is a mid‑sized team managing roughly $478 million with a typical minimum relationship size around $500,000, and it maintains an institutional custodian relationship that provides technology and operational support; the advisor also notes use of certain institutional fund families that may not be directly accessible to investors outside an advisor relationship.

To learn more about the advisors currently working at Great Oak Capital Partners, 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.