One-Stop Shop

Wealth management is more than just investment advice.

While investment management and retirement planning are at the core of what we do, our clients typically need expertise in other areas. So we found it for them.
Great Oak Capital Partners receives absolutely zero compensation from any of these folks or their firms. Nada. Zilch. We are truly fee-only. What we do receive is confidence in knowing the job will get done right by people we trust.