A complete list of active advisors currently associated with Rightoak Asset Management, LLC

Warmer can help you find a great advisor at Rightoak Asset Management, LLC or one who fits your needs even better.

RightOak Asset Management works with individuals, families, retirement plan sponsors, and corporate clients to provide discretionary investment management, financial planning, retirement-plan consulting, and independent third‑party manager services. The firm also offers estate‑planning support through an online attorney platform and periodically presents impersonal educational seminars on retirement, estate, and college planning. Its investment process emphasizes strategic asset allocation, long‑term and value‑oriented holdings, and diversified exposure to equities, fixed income, mutual funds, ETFs, and, when appropriate, alternative investments or ESG/impact strategies. The firm combines fundamental and model‑manager analysis with a proprietary quantitative optimization model, and it will monitor and rebalance legacy positions and “held‑away” employer plan accounts via third‑party platforms without custody. Compared with many team advisory firms, the brochure highlights a greater emphasis on client education and digital estate‑planning integration, plus operational features such as managing held‑away accounts and coordinating independent managers. The firm’s use of a connectivity platform for noncustodial retirement accounts and its explicit onboarding of third‑party managers and estate‑planning attorneys illustrate a hybrid model that blends in‑house analytics, outside managers, and educational programming.

To learn more about the advisors currently working at Rightoak Asset Management, 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.