Oak Family Advisors

At Oak Family Advisors, LLC, we believe that a strong and long-lasting relationship between our clients and our firm is the key to achieving financial success. As an independent, fee-only, registered investment advisor, we are committed to providing our clients with unbiased, comprehensive advice and guidance to help them achieve their financial goals.

Our Team

Our team is comprised of experienced and educated professionals who are dedicated to delivering exceptional service to our clients. We believe that our clients deserve personalized attention and customized solutions, and that is exactly what we provide. Our team includes Terry, Charlie, Bill, and Fran, who actively manage client relationships, as well as Kathy and Oli, who ensure that everything runs smoothly. We also have John Fitzpatrick, a seasoned investment expert, who provides valuable insights into global markets and helps us to strategically position our clients' portfolios.

Our Services

We offer a wide range of services designed to help our clients achieve their financial goals, including:

Investment Management: We provide individualized investment strategies tailored to each client's unique needs and goals.

Financial Planning: We help our clients create a comprehensive financial plan that is aligned with their values, goals, and aspirations.

Estate Planning: We assist our clients in transferring their assets to the next generation, while minimizing taxes and ensuring continuity.

Retirement Planning: We help our clients create a plan for a secure retirement, ensuring that they have the necessary resources to enjoy their golden years.

Education Funding: We help families plan and save for their children's education expenses, ensuring that they have the necessary resources to achieve their educational goals.

Our Process

At Oak Family Advisors, we believe that our clients' financial success is dependent on a thorough understanding of their financial needs and goals. To achieve this understanding, we follow a comprehensive process that involves:

Discover: We listen carefully to our clients' financial goals and needs, and ask incisive questions to gain a deeper understanding of their situation.

Analyze: We review all relevant financial information, including bank records, financial statements, and tax and estate planning documents, to gain a clear understanding of our clients' financial status.

Advise and Implement: We work closely with our clients to develop a long-term plan that is aligned with their financial goals and values. We also collaborate with other professionals, such as CPAs and estate planning attorneys, to implement the plan.

Monitor and Evolve: We continuously monitor our clients' progress and update their financial plan as their circumstances change.

What is an independent financial advisor?

An independent financial advisor is a professional who provides personalized financial advice to clients, often with complex financial needs. As an independent advisor, they are not tied to any particular family of funds or investment products.

What does being a Fiduciary mean?

A fiduciary is a professional who is entrusted to manage assets or wealth while putting the client's best interests first at all times. As a fiduciary, we are held to the highest standard of care and must disclose any potential conflict of interest to our clients.

How do you keep my money?

We never take custody of client assets. Instead, we utilize Charles Schwab & Co., Inc. as the custodian of client accounts and as our primary broker.