A complete list of active advisors currently associated with Great Oak Wealth Management, Inc

Warmer can help you find a great advisor at Great Oak Wealth Management, Inc or one who fits your needs even better.

Great Oak Wealth Management serves individuals and families—including high-net-worth clients—alongside corporations, retirement plan sponsors, trusts, estates, and charitable organizations. The firm offers ongoing financial planning and discretionary investment management, standalone comprehensive financial plans, retirement plan consulting (including selection and monitoring of plan investment options), and participant account management via a third‑party platform. The firm’s investment approach emphasizes asset allocation, fundamental analysis, and mutual fund/ETF selection, and it employs both long‑term and shorter‑term purchase strategies as appropriate to client objectives. Client relationships are documented with investment policy statements, reviewed regularly (at least monthly), and can be managed on a discretionary basis with client‑imposed restrictions. Noteworthy features for a small, supported team include combining retirement‑plan consulting (acting as a 3(21) advisor) with a held‑away participant account management workflow that leverages a third‑party platform to avoid custody. The firm’s principal holds both CFP and Enrolled Agent credentials and the firm provides limited tax‑preparation services—an operational blend of tax work, retirement plan advisory, and held‑away discretionary management that is less common among similarly sized, fee‑only advisors.

To learn more about the advisors currently working at Great Oak Wealth Management, Inc, 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.