A complete list of active advisors currently associated with Oak Advisors, LLC

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

Oak Advisors, LLC provides fee-only, discretionary investment management and standalone financial planning and consulting to individuals, trusts, estates and business entities. The firm conducts ongoing portfolio monitoring and implements or coordinates non‑investment recommendations through third‑party professionals when clients request implementation support. Portfolios are constructed across individual equities, fixed income, mutual funds and ETFs, and Oak may allocate portions of client assets to unaffiliated independent managers while maintaining ongoing oversight. The firm treats cash as an asset class and, with client approval, can employ shorter‑term trading and higher‑risk instruments — including inverse/enhanced ETFs, margin and options strategies — as part of its investment program. Oak discloses a broker/custodian relationship that provides platform and service support to the firm, and it excludes client assets directed to an unaffiliated donor‑advised fund (sponsored by a client of the firm) from its fee calculations, a potential conflict it describes in its brochure. The firm also does not vote client proxies and maintains written policies on personal trading, cybersecurity, and privacy.

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