A complete list of active advisors currently associated with Red Oak Financial Group
Warmer can help you find a great advisor at Red Oak Financial Group or one who fits your needs even better.
Red Oak Financial Group is an SEC‑registered advisory firm that serves individuals, high‑net‑worth clients, trusts, estates, charitable organizations, businesses and retirement plans. The firm provides comprehensive wealth management and financial planning, including discretionary portfolio management built primarily from proprietary model portfolios using ETFs and mutual funds. The firm’s investment process is generally long‑term and model‑based, combining fundamental and technical analysis, internal due diligence, rebalancing and occasional shorter‑term trades or cash positions to manage risk. Red Oak also recommends and oversees unaffiliated independent managers when appropriate and provides fiduciary retirement‑account advice under ERISA and the Internal Revenue Code. A distinctive feature of the firm is its integration with an affiliated third‑party administrator and pension consultancy, R.L. Compton & Associates, through which it delivers retirement‑plan services such as vendor analysis, IPS design, participant education, benchmarking and 3(21)/3(38) investment oversight. The seven‑advisor team manages roughly $1.04 billion in client assets and includes multiple credentialed professionals (e.g., CFP, CPA); several advisors also maintain broker‑dealer and insurance registrations, with related conflicts and mitigation practices disclosed in the firm’s brochure.
To learn more about the advisors currently working at Red Oak 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.
Name |
Location |
Years of experience |
|---|---|---|
Towson, MD
| 28
| |
Towson, MD
| 47
| |
Towson, MD
| 9
| |
Towson, MD
| 4
| |
Towson, MD
| 5
| |
Towson, MD
| 1
| |
Towson, MD
| 22
|
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