Finding Your Personal Fit with Oak Tree Financial

We invite you to discover and experience the power of our services. We've developed a unique and insightful method that we believe provides far-reaching benefits for our clients.

What is the O.A.K Tree approach?

Objective – Accountable – Knowledgeable

  • Objective – we are truly independent. Our planning and recommendations are driven by your goals, and not by the goals of a large corporation. Through important, effective working relationships, we have the resources of any of the “big name firms,” yet, and importantly, we are small enough to provide true caring and highly personalized service.
  • Accountable – whether you have $5,000 or $5,000,000 in assets, you are not just an account. We know that you work very hard to save. It is an honor when we are chosen to help you achieve your goals. We work with you to set expectations, goals and service standards for our relationship. We view every relationship as a partnership.
  • Knowledgeable – there is no substitute for experience. Our financial professionals have over 175 years of experience in the financial services industry. Each financial professional has developed expertise in aspects of the financial planning process, with each having a particular area in which they specialize (investing, retirement planning, tax planning, insurance planning, estate planning, etc.) By guiding clients through 'down' markets in years like 1982, 1987, 2002, 2009 and 2020 we have learned valuable insights that we will thoughtfully explain and carry over into our recommendations. We care, we listen, we perform, we review, we stay in communication.

Within our caring firm, you can benefit from financial professionals with very diverse backgrounds, educations, and successful experiences in helping a wide range of persons, each with their own particular circumstances.

Client Centered

EVERY CLIENT IS DIFFERENT --

No one strategy fits everyone. That's why every client gets our undivided listening and personal attention—from planning, to execution, to follow-up.

We take a proactive, personal, individualized approach.

We help you develop a sound, flexible strategy to address your financial goals and objectives, using the most efficient and effective methods available.

Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those varying situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.

Please find the items of interest to you on our website. If you have any questions, please contact our office (262-649-9202). We look forward to speaking with you. Welcome!