A complete list of active advisors currently associated with Oakview Wealth Solutions LLC

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

Oakview Wealth Solutions is a small independent registered investment adviser that serves individuals (including high‑net‑worth clients), trusts, business entities, and retirement plans. The firm provides discretionary and non‑discretionary asset management, project‑based and ongoing financial planning, and public seminars and workshops that the brochure describes as educational and free to attend. The firm’s investment process draws on multiple methods — fundamental, technical, cyclical and charting analysis — and applies modern portfolio theory to construct portfolios using passive, active, or blended approaches. Oakview may implement strategies directly or recommend unaffiliated outside managers or investment platforms, while retaining oversight and acting as the client’s primary relationship manager. The brochure highlights a couple of features that are uncommon among similarly sized independent advisers: Oakview conducts no‑cost public educational seminars and advertises third‑party ratings in its materials. The firm also operates an affiliated tax practice and discloses that its principal is an enrolled agent, which the brochure presents as a way to coordinate tax and investment planning while providing oversight of any recommended outside managers.

To learn more about the advisors currently working at Oakview Wealth Solutions 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.