OakHeart Financial Group - Charlottesville, VA: Ameriprise

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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Celebrating 34 years of Service

For more than three decades, OakHeart Financial Group has been built on the purpose to help people feel more confident in their financial decisions through every season of life. As our founder, Michael Hancock, enters retirement after 34 years of dedicated service, we continue that commitment with deep gratitude for the relationships, trust, and moments shared along the way.

Whether you’re preparing for retirement, navigating life transitions, or seeking guidance for the road ahead, our team is here to help support you with more clarity and empathy.
Learn more about how to get started.

Now Playing

What the midterms could mean for markets

What the midterms could mean for markets

Midterm elections don’t just shape the political landscape; they impact financial markets too. Find how stocks typically behave during a midterm election year and learn portfolio positioning strategies to navigate the 2026 election cycle. (3:47)

March 31, 2026

Is the housing market poised for a comeback in 2026? March 16, 2026

U.S.-Iran conflict: A guide for investors March 12, 2026

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Events

Join us for our Annual Shred and Sundaes!

APR 30, 2026 / 3:00 PM - 5:00 PM

Looking to get rid of unwanted documents in a sweet and secure way? Join us for our Annual Shred Event on Thursday, April 30th from 3:00-5:00pm in the parking lot of our Charlottesville office.

Avoiding Medicare Mistakes in Retirement

MAY 1, 2026 / 12:00 PM - 1:00 PM

Do you or a loved one still have questions about your healthcare options in retirement? Join us for an educational webinar discussing how to avoid common mistakes related to Medicare and retirement planning with Angela Windett, Broker with Steinlage Insurance Agency.

During this virtual session, we will learn who is eligible for Medicare, how to define Medicare (moving parts and plans), IRMAA Appeals and Medicare changes for 2026, and ACA Outlooks for early retirees.

Michael Hancock's Retirement Celebration - Palm Springs, CA

MAY 9, 2026 / 5:30 PM - 8:00 PM

Join us as we celebrate Michael Hancock, founder of OakHeart Financial Group on his retirement after over 3 decades of excellent service and dedication.

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How could the U.S.-Iran conflict impact investors?

How could the U.S.-Iran conflict impact investors?

Recent developments in the Middle East have created heightened global uncertainty, including for U.S. investors and consumers. Ameriprise Financial Chief Economist Russell Price offers perspective on how the conflict in Iran may influence the markets and U.S. economy.

(3:55)

Why an independent Federal Reserve matters

Why an independent Federal Reserve matters

Ameriprise Financial Fixed Income Strategist Brian Erickson breaks down the concept of Federal Reserve independence and why it’s essential to the stability of the broader economy and global markets.

(3:34)

What are your college savings options?

What are your college savings options?

Learn about the key differences between the two most common types of individual retirement accounts (IRAs): Traditional IRAs and Roth IRAs. (2:49)

2026 market and economic outlook

2026 market and economic outlook

Ameriprise Financial experts explore key economic drivers, stock market trends and fixed income strategies to help you navigate the year ahead. (8:44)