What is the O.A.K. Tree approach?

Objective – Accountable – Knowledgeable

Our first priority is helping you take care of yourself and your family.

We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk:

  • Objective – We are truly independent. Our planning and recommendations are driven by your goals, and not by the goals of a large corporation.

  • Accountable – Whether you have $50,000 or $5-million 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.

  • 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 knowledge 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.)

  • We're Effective -- Through important, effective working partnerships, 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.

  • Our Method is Systematic -- We work with you to set expectations, goals and service standards for our relationship. We view every relationship as a partnership.

  • We Are Steadfast in both Good Times and Bad -- By guiding clients through 'down' markets in years like 1982, 1987, 2002, 2009 and 2020 we have 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, we believe in true service.

=> Long-term relationships that encourage open and honest communication, have been the cornerstone of our success.

=> We help a wide range of persons, each with their own particular circumstances.

=> Enjoy our financial professionals with very diverse backgrounds, educations, and experiences.

=> Our firm's growth has been through the referrals of our clients, for which we are TRULY thankful.

=> We set no minimums. Some firms say, "When you have $750K or more, come to us." That's not us-- We are honored to serve the smaller, serious saver.