A complete list of active advisors currently associated with Oracle Financial Group

Warmer can help you find a great advisor at Oracle Financial Group or one who fits your needs even better.

Oracle Financial Group serves individual clients with investment advisory services focused on investments and retirement planning, and it also provides income tax preparation as part of its practice. The firm reports approximately $13.8 million in assets under management across 14 individual clients. The firm delivers customized, non‑discretionary portfolio management: it assesses clients’ goals, risk tolerance and time horizon, makes client‑approved recommendations, and performs regular monitoring and rebalancing. Investment analysis combines fundamental and technical methods across stocks, bonds, and mutual funds/ETFs, with quarterly reporting and ongoing client communication. Noteworthy aspects include its primarily non‑discretionary model — the firm does not accept discretionary authority — and a disclosed material change that insurance products are no longer offered, reflecting prior involvement in insurance brokerage. The firm also discloses that roughly 10% of its time is spent preparing federal, state and local tax returns, an ancillary service that is uncommon among similarly sized independent advisers.

To learn more about the advisors currently working at Oracle Financial Group, 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.