Heart-centered financial planning. Grounded in knowledge and expertise. Rooted in relationship.
Honesty Authenticity Connection
These are Oak Maple’s core values and the why behind what we do. Our heart-centered approach means we don’t just run the numbers. We connect with you and you become family. We’re here to listen, whether you’re calling to ask a question about your financial future, or whether you want to tell us about an amazing trip you just took, or fill us in on a personal struggle.
Heart-centered financial planning means going beyond the numbers. We become experts in you.
Fiduciary, Fee-Only services you can count on.
You trust us with your financial future.
We are invested in you.
As a fiduciary, we promise to put your best interests first. No exceptions. From initial contact, to detailed guidance, our fee-only structure is just one way that we prove our commitment to financial planning with no hidden incentives or vested interest. Putting your needs first is our guiding principle. So that we can offer you the best plan possible and you can move forward with confidence.
“We are all about peace of mind and helping our clients feel confident. That is why we choose to be fee-only fiduciaries. Clients tell us that our fee-only approach gives them added confidence that our recommendations are objective and that we have nothing to gain from a third party.”
Our Services
Wealth Management
Investment Planning
Tax Strategies
Retirement Savings and Income Planning
Estate Planning
Risk Management and Insurance Planning
Charitable Giving Advice
Let’s connect.
Ready to get started? We’re here to listen and learn more about your financial planning needs.
Reach out and see how we can help you feel more confident about your financial future.
