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

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

Oak Maple Finance, LLC is a fee-only registered investment adviser that serves individual and high-net-worth clients; the firm reports roughly $92.5 million in discretionary assets under management across 54 client relationships overseen by two advisors. Its services include discretionary wealth and investment management, comprehensive financial planning offered on both ongoing and project bases, and educational seminars and speaking engagements. The firm describes an investment process that blends modern portfolio theory and fundamental analysis and may use both passive and active strategies through stocks, bonds, mutual funds, and ETFs; socially responsible (ESG) options are available when requested by clients. Clients typically grant limited discretionary trading authority subject to any client-imposed restrictions, and accounts are monitored and reviewed on a periodic basis with collaborative updates to financial plans. A distinctive feature noted in the brochure is the firm’s provision of public and organizational educational seminars — a service the firm documents as purely educational and one that only a minority of similar supported firms offer. The practice also emphasizes individualized planning topics such as business planning, employee benefits optimization, college and estate planning, and operates as a small, fee-only practice staffed by CFP-designated professionals, which may influence how services are delivered compared with larger advisory firms.

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