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.

The firm provides investment advisory services, retirement planning and income tax preparation exclusively to individual clients, and charges asset‑based advisory fees in line with common independent practices. It operates as a small, single‑advisor practice serving a limited number of households. Investment management is performed on a non‑discretionary basis: the firm tailors portfolios to each client’s goals and risk tolerance, uses both fundamental and technical analysis, and recommends trades and rebalancing that are implemented only with client approval. Client accounts are monitored on an ongoing basis and reviewed formally each quarter, with quarterly account reports provided to clients. Notably, the firm’s assets are managed primarily non‑discretionarily (an uncommon arrangement among peers) and the firm is deemed to have custody solely because some clients authorize direct deduction of fees; the brochure describes specific safeguards such as written client authorization, itemized invoices and custodian notices. The principal’s background includes prior broker‑dealer registrations (Series 6, 7, 63 and 65) and the practice allocates a portion of time to preparing client tax returns, a combination of services that is atypical for a firm of this size.

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.