Team profile

Serving the greater Cleveland area and beyond

Our vision at Oak Point Financial Partners is to be the trusted, local financial advisor practice in Independence, OH and the greater Cleveland area, helping individuals and families with retirement planning strategies, investment management, estate planning strategies, and more. We aim to provide clear, reliable guidance that encourages our clients to meet their long-term goals with confidence.

Even if you are working with an advisor, we can provide a second opinion. Schedule a complimentary initial consultation.

Areas of focus

  • Retirement Planning Strategies
  • Cash Flow Management Strategies
  • Investment Management
  • Saving for Education
  • Social Security Retirement Benefits
  • Intergenerational Planning
  • Retirement Income Strategies
  • Women's Financial Strategies
  • Investments
  • Consulting on potential benefits and risks of IRA rollovers
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Retirement Plan Distribution
  • Charitable Giving

Awards & recognition

  • Christopher Roborecki, Ameriprise Circle of Success, 2018-2024

Community participation

Oak Point Financial Partners - Community participation photo

Our efforts, inside and outside of the office, are grounded in a commitment to making a positive impact on the lives of others. We take pride in our dedication to serving the community through hands-on involvement.

Oak Point: Rooted in trusted financial advice

Welcome to Oak Point Financial Partners, your trusted asset management company based in Ohio. Our team of dedicated financial advisors specializes in a comprehensive range of services, including IRA management and 529 plans, designed to cater to your unique financial needs. Whether you're planning for retirement or investing in your child's future education, we're here to guide you with personalized and effective strategies. At Oak Point, we believe in building lasting relationships with our clients, ensuring that we are with you at every step of your financial journey. Join us to manage your assets with confidence. Let's create a plan that grows with you.

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