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Your Financial Quarterback Has Arrived. 

WE'RE RESPONSIBLE

WE'RE RESPONSIBLE

Fiduciary

We know you worked hard for your money. Therefore, 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 fee-only RIA, 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 automatically everyday!