The future of Oak Wealth Advisors is very bright. You should be comforted and confident that you’re planning is in good hands for the long-term. Our internal succession plan has been implemented which will allow us to remain independently owned and client-focused in perpetuity. In addition, we are adding to our team to increase our service quality and capacity.

Our goal is to help 10,000 people over the next 10 years!

Having won numerous awards at the firm and individual level over the past few years, we are getting more inquiries about our services. If you have friends or relatives who could benefit from our problem solving, our network of trusted experts, and our experience helping families like yours, please have them contact us. We would like nothing more than to help more of the people who are important to you.

In addition, if you know an organization whose members could benefit from our education materials, please introduce us. We remain passionate about helping families understand all their available opportunities.

We look forward to having a great 2025 with you!