Fee-Only Financial Advisors
Our ethos as a fee-only financial planner means our compensation is purely based on the fees you pay us, devoid of any commissions, bonuses, or hidden incentives. This model guarantees that our advice is untainted by external motivations, focusing solely on what benefits you. In a world where transparency is often overshadowed by complexity, we pride ourselves on our openness, sharing information most advisors keep under wraps. Our fee structure is disclosed upfront and in writing, reflecting our commitment to honesty and clarity.
Our Certified Financial Planner™ Practitioners
Wealth management at Great Oak is not just about investment advice; it’s a comprehensive, holistic approach that integrates all facets of your financial life. From investments to retirement planning, estate planning, tax considerations, and insurance, we understand that these components are interlinked, each playing a critical role in your overall financial health. Our team, leveraging decades of industry experience, employs an Evidence-Based Investment Approach (EBIA) that is founded on decades of peer-reviewed academic research. This approach adheres to principles such as cost efficiency, diversification, and rebalancing, steering clear of market timing and speculative investments.
Fee-Only Advising
Our independence is a cornerstone of our philosophy. Free from affiliations with banks, investment firms, or insurance companies, we are poised to make decisions that are best for you, unencumbered by external pressures. This autonomy ensures that our recommendations are tailored to your unique circumstances, needs, and goals.
In investment management, our adherence to the EBIA means we prioritize low-cost, no-load mutual funds, and ETFs, steering clear of individual stock or bond speculation, market timing, and trend-following. Our investment decisions are driven by logic, evidence, and mathematics, not by the fleeting narratives of financial media.
Retirement planning at Great Oak involves asking the right questions and focusing on actionable, impactful strategies. We delve deep into your financial picture, crafting a plan that not only addresses your investment strategy but also aligns with your broader life goals and values. Our commitment to being your fiduciary means that our recommendations are made with your best interest at heart, free from any conflict of interest.
Tax planning and preparation services are an integral part of our offering, provided in-house and at a low cost to our investment clients. Our team includes certified public accountants (CPAs) who ensure that your tax strategy is seamlessly integrated with your overall financial plan, optimizing your tax efficiency and compliance.
Our core strengths lie in our conviction, a blend of youth and experience, and a team-based approach. Our partners, with 58 combined years of experience, embody a blend of seasoned expertise and dynamic innovation. Every client benefits from the collective insight and dedication of our entire firm, not just a single point of contact.
At Great Oak Capital Partners, we are more than just your financial planner near you; we are partners in your financial journey. With conviction that rivals the deepest beliefs, a blend of youthful vigor and seasoned wisdom, and a commitment to a team-based approach, we are uniquely positioned to guide you towards financial prosperity. Whether you are seeking a certified financial advisor, a fee-only financial planner, or simply the best financial advisor near you, look no further than Great Oak Capital Partners. Our dedication to transparency, science, and independence is unwavering, and our goal is singular: to empower you to achieve your financial aspirations with confidence and clarity.
