Take the Cookie Cutter out of your portfolio service. Creating Better Financial Lives Through a Relentless Pursuit of Excellence

Investing Made Personal.

 
 
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We Create Better Financial Lives Through Technology, Personal Service, and a Relentless Pursuit of Excellence.

 
WE'RE RESPONSIBLE

WE'RE RESPONSIBLE

Fiduciary

We work hard to invest in your best interests, with your goals in mind, not just a one size fits all mentality. We invest in stocks, bonds, no-load mutual funds, and ETF's.

WE'RE TRANSPARENT

WE'RE TRANSPARENT

TRANSPARENCY

As a Registered Investment Advisor, our low cost to clients is simple & straightforward. Investment clients pay based on AUM (Assets Under Management), only on what we manage.

WE'RE INNOVATIVE

WE'RE INNOVATIVE

TECH & PERSONAL Service

Link all your assets & accounts, both managed by us & not, to our Black Oak Wealth Management System for a complete picture of your financial life. Your Net Worth gets updated daily!

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