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

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

Oak Crest Advisory, LLC is a state-registered investment adviser that provides discretionary asset management, financial planning, and pension consulting to individuals (including high-net-worth clients), trusts, estates and retirement plans; the firm manages roughly $90 million for about 188 client relationships and is supported by a three-advisor team. Its service offering includes ongoing portfolio monitoring and rebalancing, modular or comprehensive written financial plans, one-time and as‑needed consultations, and participant education for employer-sponsored plans. The firm typically uses a strategic asset allocation framework and generally passive investment management, constructing portfolios from equities, fixed income, ETFs and cash while using active mutual funds only selectively; it may also employ technical analysis and charting at times to inform timing decisions. Portfolios are tailored to individual goals and risk tolerance and are usually managed on a discretionary basis, with clients able to impose reasonable restrictions on investments. Oak Crest’s ownership and operating structure is a notable distinction: the firm is partly owned by an accounting practice and by a licensed insurance agency, and several supervised persons are licensed insurance agents and also operate in brokerage capacities, which the brochure discloses as potential conflicts of interest because affiliated parties may earn commissions separate from advisory fees. The firm also provides pension consulting with participant education and may refer clients to affiliated accounting or insurance entities (use of affiliates is not required), a combination of services and affiliations that is less common among similarly sized supported advisers.

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