Plymouth, MA Office

Great Oak Capital Partners, LLC provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high‑net‑worth clients, trusts, estates and employer retirement plans. The SEC‑registered firm manages roughly $478 million for about 591 clients and offers both discretionary and non‑discretionary portfolio management as well as standalone planning engagements.

The firm follows an Evidence‑Based Investment Approach that emphasizes low costs, diversification, rebalancing, avoidance of market timing and the integration of factor exposures, and typically constructs portfolios using institutional mutual funds and ETFs (including Dimensional Fund Advisors, iShares and Vanguard). Portfolios are generally long‑term oriented but may include bonds and occasional shorter‑term trades to address tax considerations, rebalancing or client objectives.

Great Oak is affiliated with an accounting and tax services company and several advisory personnel hold accounting or tax roles, so the firm combines investment advice with access to tax and accounting services while disclosing that clients are not required to use those services. The firm also provides retirement plan advisory work (including ERISA 3(21) investment oversight and participant education) and serves as a sub‑advisor for outside accounts, features that are less common among peer teams of similar size.