Red Oak Financial Group

Maxwell Kiely is a CFP® professional with six years of industry experience, currently serving as an advisor at Red Oak Financial Group in Towson, MD. His prior experience includes roles at Osaic Wealth, Inc. d/b/a StoneBridge Advisors and LPL Financial LLC. Outside of financial advising, he is a licensed insurance agent and a Notary Public. Red Oak Financial Group provides wealth management, investment management, and financial planning services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a model-driven, long-term investment approach with an emphasis on retirement plan advisory services and is affiliated with R.L. Compton & Associates, offering pension consulting to plan clients.

Jason Simmons is a financial advisor at Red Oak Financial Group with 22 years of industry experience. He holds Series 63, 65, and 66 designations and has worked at firms including LPL Financial, Prudential Financial Planning Services, and Fisher Investments. Red Oak Financial Group provides wealth management, investment management, and financial planning services to individuals, trusts, charitable organizations, businesses, and retirement plans. The firm employs a long-term, model-driven investment approach focused on diversified portfolios with active tax management and retirement plan advisory services.

Greg Pyne is a financial advisor at Red Oak Financial Group with one year of industry experience. He holds a Series 65 designation and previously worked at UPS for 26 years. Outside of advising, he is the owner of Hunt Valley Solutions, LLC, a company that provides IT development and support for small businesses. Red Oak Financial Group offers wealth management, investment management, and financial planning services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a long-term, model-driven approach using ETFs and mutual funds, with additional retirement plan advisory and third-party pension consulting services.

Robert Compton Jr. is a financial advisor with Red Oak Financial Group in Towson, MD, holding a Series 65 credential and 47 years of industry experience. He previously worked at Compton Financial Group, LLC, and LPL Financial. Compton serves as a board member of Jarrettsville Federal Savings Bank, a privately held institution. Red Oak Financial Group provides wealth management, investment management, and financial planning to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a long-term, model-driven investment approach with diversified portfolios and offers specialized retirement plan advisory services.

David Feeley is a CFP® with five years of industry experience, currently serving as an advisor at Red Oak Financial Group in Towson, MD. He has worked at LPL Financial LLC since 2021 and was previously with DJF, Inc. from 2013 to 2020. Feeley provides administrative support to Red Oak Financial Group in addition to his advisory role. Red Oak Financial Group offers wealth management, investment management, and financial planning services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a long-term, model-driven investment approach with a focus on diversified portfolios, periodic rebalancing, tax-loss/gain harvesting, and retirement plan advisory services.

Christopher Compton is a financial advisor with Red Oak Financial Group in Towson, MD, holding CFP® and ChFC® designations and possessing 29 years of industry experience. He has worked at Red Oak Financial Group (formerly Compton Financial Group, LLC) since 2013 and has been associated with LPL Financial and R.L. Compton & Associates, Inc. for over two decades. Compton also serves as Principal-Owner and CEO of Red Oak Retirement, a third-party pension administration business affiliated with his firm. Red Oak Financial Group provides wealth management, investment management, and financial planning to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a long-term, model-driven investment approach combining fundamental and technical analysis, with services that include portfolio management, financial planning, and comprehensive retirement plan advisory.

Robert Dimarino Jr. is a financial advisor with Red Oak Financial Group in Towson, MD, holding a Series 66 designation and 10 years of industry experience. He has been associated with LPL Financial and Red Oak Financial Group since 2015. Red Oak Financial Group provides wealth management, investment management, and financial planning services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a model-based, long-term approach combining fundamental and technical analysis to build diversified portfolios, with additional focus on retirement plan advisory services.