A complete list of active advisors currently associated with Heritage Oak Wealth Advisors

Warmer can help you find a great advisor at Heritage Oak Wealth Advisors or one who fits your needs even better.

Heritage Oak Wealth Advisors serves individual and high-net-worth clients as well as retirement plan sponsors, offering discretionary asset management, financial planning and consulting, retirement plan advisory, and estate-planning services through a partnership with a third-party provider. The firm manages client custodial accounts and can recommend third-party money managers and investment options for employer-sponsored plans. Investment decisions combine fundamental and technical analysis and may employ long- and short-term strategies across equities, fixed income, mutual funds, ETFs, REITs and options, with ongoing supervision and periodic account reviews. The firm also provides access to non-traditional services — including facilitating borrowing against portfolios via structured option-based financing, recommending TPMMs, and arranging class-action claim monitoring for clients. As a four-advisor team managing roughly $347 million in discretionary assets, Heritage Oak’s sponsorship and participation in private investment vehicles (SPVs) — including series funds and SPVs organized to invest in private-company securities — is an unusual feature for a firm of its size; these offerings are limited to accredited investors and are kept separate from discretionary portfolio management. The firm discloses that it may receive management fees or carried interest from such vehicles and addresses the resulting conflicts by requiring accredited-investor status, providing private placement materials, recommending non-discretionary participation, and advising clients to seek independent legal and tax counsel.

To learn more about the advisors currently working at Heritage Oak Wealth Advisors, 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.

You can also browse Heritage Oak Wealth Advisors's office locations.