Team profile

What you can expect when you work with us

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Wealth Preservation Strategies

Awards & recognition

  • Steven Frederick, Five Star Wealth Manager, 2014-2017, 2019-2023
  • Oak Tree Wealth Partners, Forbes Best-in-State Wealth Management Teams, 2023
  • Steven Frederick, Ameriprise Circle of Success, 2004 - 2022

Community participation

Make-A-Wish Foundation