Oak: The oak tree is known for its strength and durability.
Bridge: A structure spanning and providing passage over an obstacle.
In our practice we focus on overcoming the many obstacles and terrain you may face in life in an effort to bridge the gap between where you are now and where you want to be financially. Inflation, taxes, life changes, healthcare costs, college expenses, and recreating your income in retirement are just some of the many obstacles that we need to bridge along your journey to financial independence.
OakBridge: The words form the perfect metaphor for our vision when delivering on our main core competencies: comprehensive financial planning and wealth management.