Understanding. Aligning. Growing.

Our expertise is simplifying complex issues such as portfolio management, capital growth, wealth preservation, retirement transitions, tax minimization, and gifting strategies.

Once we understand a client’s unique goals, we develop a portfolio by aligning assets, goals, and timelines in a guiding framework for maintaining an appropriate asset allocation strategy. Our work is continually coordinated with our clients’ existing tax and legal professionals to ensure that all aspects of their financial life are harmonious.

As a fee-only advisory firm, we do not make money from commissions or selling products. Our task is to build and monitor client portfolios through a consistent and disciplined investment process that includes meeting with clients as often as desired.

At Blue Oak, your portfolio is the result of the collaboration between you and our team.