Create more confidence in your future

We provide strategic, personalized financial solutions that help you grow, protect, and manage your wealth. By focusing on your long-term vision, we strive to make it easier to navigate today’s decisions and achieve tomorrow’s goals.

OakHeart Financial Group

A private wealth advisory practice of Ameriprise Financial Services, LLC

Client satisfaction 5.0 / 5 rating based on 156 reviews
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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.
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Planning for What Matters Most

Your legacy is deeply personal. We work alongside you, and in coordination with your attorney, to design a financial and estate strategy that reflects your values and supports the people you love for years to come.

Honored to be recognized in AdvisorHub

We’re excited to celebrate Kristen Hardy for being named to the 2026 Women Advisors to Watch list! This recognition honors advisors who go above and beyond to help clients achieve their long-term financial goals—a commitment that drives everything we do. A heartfelt thank you to our clients for your trust and loyalty, and to AdvisorHub for this incredible honor.

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.

Honored to be recognized in Forbes

We’re excited to celebrate Michael Hancock for being named to the 2026 Forbes Best-in-State Wealth Advisors list! This recognition honors advisors who go above and beyond to help clients achieve their long-term financial goals—a commitment that drives everything we do. A heartfelt thank you to our clients for your trust and loyalty, and to Forbes for this incredible honor.

Roseland Polo Tailgate Picnic

Sunday, August 16, 2026
11:30 AM - 4:00 PM

Grab a friend and join us for a Roseland Polo Tailgate Picnic at King Family Vineyards! Enjoy food, the weather, and scenic Crozet as we reign in the last few weeks of summer. This is a bring a friend event and spots are reserved accordingly. RSVP...

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Michael Hancock's Retirement Celebration - Charlottesville, VA

Friday, September 18, 2026
5:30 PM - 8:30 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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Create more confidence in your future

OakHeart Financial Group

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Roseland Polo Tailgate Picnic

Michael Hancock's Retirement Celebration - Charlottesville, VA

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