Our Firm

Oak Asset Management is a full-service consulting firm dedicated to helping our clients build wealth and protect their hard earned assets. Our firm is completely independent, so our loyalty belongs exclusively to our clients - not to a parent company.

Our independence enables us to establish working relationships with a number of industry leading investment firms (Fidelity, Dimensional Fund Advisors, Waterstone Financial Group) and insurance providers (MetLife, Pacific Life, Genworth) whose products we leverage to create customized client portfolios. We recommend only those products and services that can be tailored to suit our clients' unique needs.

The interest of our client always comes first, your trust is our ultimate goal.  We follow the same premise that was created by the founder of L.L. Bean in 1912- "A client is the most important person ever in this office- in person or by mail.  A client is not dependent on us; we are dependent on them.  A client is not an interuption of our work, they are the purpose of it."

Growing and preserving wealth requires a partner who has the resources, legacy and outlook to address your distinct requirements.  Let the strength of PBC and Oak Asset Management be your financial partner now, through your life, and for generations to come.

                                      

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck