A complete list of active advisors currently associated with The Oakes Financial Group

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

Oakes Financial Services offers fee‑only financial planning, portfolio design, asset management and investment consultation to individuals, trusts, estates and businesses. The firm provides both project‑based planning engagements and ongoing advisory relationships and explicitly includes workshop presentations and educational seminars as part of its service menu. The firm’s investment approach combines fundamental analysis with Modern Portfolio Theory to construct diversified allocations using cost‑effective index mutual funds, ETFs/ETNs and, when appropriate, individual securities. Portfolios are customized to client objectives, reviewed and rebalanced periodically, and implemented under non‑discretionary agreements that require client approval for trade execution. Distinctive elements in the brochure include a stated emphasis on workshop presentations and college‑planning assistance, plus a separate income‑tax preparation activity, which broaden the firm’s client services beyond typical investment management. The firm also discloses a written Code of Ethics, a policy against performance‑based fees, use of third‑party custodians, and that the firm principal carries multiple operational responsibilities and oversight for firm policies.

To learn more about the advisors currently working at The Oakes 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.