Client-Centric. High Tech. Relationship Driven.
Enter the NO Annuities & NO Loaded Mutual Funds Zone. A commission-based business is focused on making sales.
Our business is focused on relationships. We strive to grow globally diversified portfolios of stocks, bonds, and ETF’s - custom built for your goals, your future, your estate, and your family’s legacy!
As a Registered Investment Advisor, we have a legal obligation to act in the client’s best interest.
Black Oak Wealth Management provides fee-only investment management and financial planning. We do 401K Rollovers, Roth / Traditional IRAs, and standard investment/brokerage accounts.
I’m blessed with an incredible wife, Diane, an ultrasound tech at Women’s Hospital. We have two wonderful toddler boys, Ethan and Elijah, only six months apart. We adopted Elijah from China a few months back. My parents recently relocated to Summerfield to be near family. We attend Daystar Church in Greensboro. I’ve been actively involved on the board of the Merchants of Oak Ridge, which co-hosts RidgeFest. I’m also on the Oak Ridge Finance and Parks & Recreation Committees.
The people of NW Guilford is what makes this area the best place to raise a family and we are grateful for such great neighbors!