A complete list of active advisors currently associated with Oak Financial Planning and Coaching, LLC
Warmer can help you find a great advisor at Oak Financial Planning and Coaching, LLC or one who fits your needs even better.
Oak Financial Planning and Coaching serves individuals, high‑net‑worth clients, and small businesses with comprehensive financial planning, investment supervisory services, and referrals to institutional sub‑advisors and third‑party investment managers. The firm also provides business consulting and, under separate agreement, accounting and audit support, and it conducts periodic educational workshops on financial planning and investment topics. The firm's investment approach combines Core + Satellite allocation and Modern Portfolio Theory with fundamental analysis, favoring indexed core holdings supplemented by select active satellite positions and regular rebalancing. Strategies are implemented through a mix of discretionary internal management and the use of institutional sub‑advisors or third‑party managers, with periodic reviews and coordination with other professionals (attorneys, accountants) as needed. Distinctive for a small independent practice, the firm offers periodic educational seminars and workshops that are explicitly educational in nature and do not involve the sale of insurance or investment products; sessions may be sponsored by employers or associations. The lead advisor maintains professional credentials and teaches as an adjunct professor, and the firm relies on custodial and third‑party manager relationships to access institutional investment solutions and operational support.
To learn more about the advisors currently working at Oak Financial Planning and Coaching, 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.
Name |
Location |
Years of experience |
|---|---|---|
Maple Grove, MN
| 9
|
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