A complete list of active advisors currently associated with Oaks Wealth Management

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

Oaks Wealth Management works primarily with individual and high-net-worth clients and also provides advisory services to charitable organizations and employer-sponsored retirement plans. The firm offers investment management, comprehensive and project-based financial planning, coordination with tax preparers, and educational speaking engagements. The firm constructs individualized investment policies and manages discretionary portfolios using modern portfolio theory and predominantly passive, indexed funds combined with fundamental analysis for security selection and asset allocation. Accounts are reviewed at least quarterly, and the firm typically custodians client assets through a national broker-dealer while providing ongoing plan monitoring and implementation support. Oaks is a single-advisor supported RIA that reports roughly $30 million in discretionary assets under management and about $68 million in assets under advisement, and it combines traditional financial planning with a formal financial therapy and counseling capability that the lead advisor maintains. The firm also offers an income-based planning engagement option and provides retirement-plan consulting under ERISA fiduciary standards, which are less common offerings for firms of similar size.

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