South Easton, MA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Great Oak Capital Partners, LLC
Team
Firm-wide stats for Great Oak Capital Partners, LLC
About
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.
Based on Great Oak Capital Partners, LLC
Expertise
Based on Great Oak Capital Partners, LLC
Location
105 R Depot Street, Suite 5
South Easton MA 02375
Advisors at this office
4
Advisors at this office
Mark M
CFP®, Series 65
South Easton, MA
Great Oak Capital Partners, LLC
Mark Mcauley is a CFP® with 15 years of industry experience, currently serving at Great Oak Capital Partners, LLC since 2019. He is also president of Great Oak Tax Planning, Inc., a tax preparation firm. Mcauley’s background includes over two decades of involvement in tax services through Great Oak Tax Planning. Great Oak Capital Partners, LLC provides wealth management, financial planning, investment management, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, and employer retirement plans. The firm employs an evidence-based investment approach focused on low costs, diversification, rebalancing, and factor integration, and combines investment advice with access to tax and accounting services through affiliated companies.
Joseph A
CFP®, Series 66
South Easton, MA
Great Oak Capital Partners, LLC
Joseph Arsenault is a CFP® and holds a Series 66 license with 16 years of industry experience. He has worked at Great Oak Capital Partners, LLC since 2026 and previously spent 18 years at Heritage Financial Services, LLC. Great Oak Capital Partners, LLC provides wealth management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, and employer retirement plans. The firm follows an evidence-based investment approach focusing on low costs, diversification, and rebalancing, and is affiliated with an accounting and tax services company to offer integrated advice.
William S
CFP®, Series 66
South Easton, MA
Great Oak Capital Partners, LLC
William Sylvia Jr. is a CFP® with 19 years of industry experience, currently serving as an advisor at Great Oak Capital Partners, LLC since 2015. He previously worked at LPL Financial and Osaic FS, Inc. 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 firm manages approximately $478 million for about 591 clients, utilizing an Evidence-Based Investment Approach focused on low costs, diversification, rebalancing, and factor exposures.
John N
CFP®, Series 63, Series 65
South Easton, MA
Great Oak Capital Partners, LLC
John Noonan III is a CFP® professional with 21 years of industry experience. He has been with Great Oak Capital Partners, LLC since 2015 and previously worked at Osaic FA, Inc. and Osaic FS, Inc. 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 firm follows an Evidence-Based Investment Approach emphasizing low costs, diversification, and rebalancing, and integrates tax and accounting services through affiliated professionals.
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