A complete list of active advisors currently associated with OakGrowth Wealth Management LLC

Warmer can help you find a great advisor at OakGrowth Wealth Management LLC or one who fits your needs even better.

OakGrowth Wealth Management LLC provides investment management and both ongoing comprehensive and project-based financial planning to individual and high-net-worth clients, and also lists corporations or other business entities among its client types. The firm delivers continuous portfolio advice and written financial plans tailored to each client's goals, cash flow, insurance, retirement, tax, and estate considerations. The firm says it builds individualized investment policy statements and primarily uses passive investment management—constructing portfolios of index mutual funds and ETFs—while also employing fundamental, technical, charting, and cyclical analysis in its research. Account supervision is conducted on a non-discretionary basis with regular quarterly reviews and ongoing monitoring of financial plans and portfolio performance. Notably, OakGrowth reports $16,891,850 in assets under management as non-discretionary and reports no discretionary AUM, which differs from most independent advisors that typically have discretionary authority; its client mix that includes business entities suggests it may work with non‑retail account types in addition to individual households. The firm’s principal holds CFP® certification, maintains an active insurance license (the brochure states no insurance products are sold through the firm), and uses Charles Schwab Institutional custody while generally executing trades on an individual rather than aggregated (block) basis.

To learn more about the advisors currently working at OakGrowth Wealth Management 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.