CLIENTS SHOULD DIFFERENTIATE BETWEEN ASSET GATHERING AND ASSET MANAGEMENT. WE DO. AT BLUE OAK, WE ARE NOT INTERESTED IN AMASSING LARGE NUMBERS OF CLIENTS; WE CHOOSE INSTEAD TO FOCUS ON OUR INDIVIDUAL CLIENTS AND THEIR ASPIRATIONS.
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Founded in 1999, Blue Oak Capital is a fee-only investment advisory firm dedicated to helping clients achieve their personal financial objectives through the preservation and growth of wealth. By design, the firm serves only a limited number of clients, fostering informed and lasting relationships. Learn more »
Tom Baker, Thomas Baker, Blue Oak Investor, Blue Oak Advisor Loren Walden, Blue Oak Investor, Blue Oak Advisor, Palo Alto Matt Kenaston, Blue Oak Investment, Blue Oak Advisor Investment Management Palo Alto, Family Office Palo Alto, Financial Advisor Palo Alto, Financial Advisor Palo Alto, Investment Advisor Palo Alto
Thomas A. Baker Loren W. Walden Matthew B. Kenaston