Join us at Bistro 150 in Oak Ridge - for some hors d'oeuvres, social time, and a brief presentation on our approach to investment management. Bring a friend. Find out about Black Oak Wealth Management & its owner, Phillip Hanks, and what makes us breath of fresh air for clients. We do Investment Management & Financial Planning. A lot of people out there have no idea that a traditional advisor under a broker-dealer model has no obligation to invest in someone's best interest.
Conversely, as a Registered Investment Advisor, Black Oak Wealth Management is held to the highest standards of ethics. We're very transparent, client-centric, high tech, and relationship driven. We do 401k/ IRA Rollovers and traditional investment accounts. We invest our clients in a completely customizable, balanced portfolio, of stocks, bonds, and ETFs. If you have mutual funds in your account, you may not realize the hidden costs. We'll break down what you're doing now, and see if making a change makes sense for you.
RSVP Below (everyone except for competitors are WELCOME!) - If you're a competitor, we're hiring experienced client first reps, so give us a call.