A complete list of active advisors currently associated with Oakfort Wealth Partners
Warmer can help you find a great advisor at Oakfort Wealth Partners or one who fits your needs even better.
The firm, doing business as Oakfort Wealth Partners, provides personalized portfolio management and financial planning to individuals, profit-sharing plans, small businesses, trusts, estates, and foundations. Services include both discretionary and non‑discretionary investment management, comprehensive and limited-scope financial planning (retirement, tax, insurance, estate, education), and hourly consultative engagements. Investment strategy centers on strategic asset allocation with a core-and-satellite structure, using ETFs, mutual funds and individual securities, and employing fundamental, technical, charting, and cyclical analysis. The firm monitors accounts on a continuous basis, rebalances as needed, and recently transitioned to offer discretionary management while maintaining the state-required surety bond for discretionary advisers. Several operational features distinguish the firm from many solo independent advisors: it accepts commissionable insurance sales through a licensed representative and provides tax-preparation services as an enrolled agent, disclosures the firm documents as conflicts of interest. The adviser also works with retirement plan clients and other pooled or held-away accounts (e.g., 401(k)/403(b)/529s) and serves small-business/institutional clients, activities that are less common among peers.
To learn more about the advisors currently working at Oakfort Wealth Partners, 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 |
|---|---|---|
Minnetonka, MN
| 9
|
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