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

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

Oak Family Advisors provides personalized investment management and financial planning to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm describes a full-service advisory relationship that can include cash flow and tax planning, retirement and estate planning, and ongoing portfolio management on a discretionary or non‑discretionary basis, and discloses approximately $621 million in assets under management. The firm’s investment approach emphasizes a strategic asset allocation implemented with a core‑and‑satellite structure: in‑house selection for core equity and fixed‑income holdings, passive index ETFs for non‑core exposures, and selective use of actively managed funds; fundamental analysis is primary with technical analysis used as a secondary tool. Client relationships are tailored through an initial planning dialogue and annual (or more frequent) reviews, and the firm provides client appraisal and performance reports that it asks clients to compare with custodian statements. Noteworthy differences from many peers include the firm’s disclosure of firm‑level performance information and the use of predecessor performance in its materials, as well as its practice of providing firm-generated performance reports to clients. The brochure also documents that a supervised person may serve as trustee for a deceased client’s trust and that Oak Family Advisors is deemed to have custody when authorized to deduct advisory fees directly from client accounts, steps the firm describes alongside its custodial reporting and oversight procedures.

To learn more about the advisors currently working at Oak Family 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.