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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.
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Events

Planning for Long-Term Care (LTC)

During this complimentary session, we’ll explore Long-Term Care (LTC) planning and how it can be an essential step in helping protect your health, finances, and family. Learn what LTC really means, who’s most likely to need it, and how to prepare for the rising costs of care. We’ll discuss funding options, debunk common myths about Medicare and Medicaid, and show how early planning can help you stay in control of your future. Whether you're planning for yourself or a love done, this session aims to give you more clarity and confidence to take action.

Join us for our Annual Shred and Sundaes!

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

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.

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Honored to be recognized in Forbes

All of us at OakHeart Financial Group are proud to share that our team has been included on the 2026 Forbes Best-in-State Wealth Management Teams list. This list recognizes teams who excel at helping clients focus on their long-term financial goals – And we’re proud to say that is our No. 1 priority. Thank you to our clients for your loyalty and for the opportunity to continue to serve you.