Great Oak Capital Partners

Our clients have a few things in common. They demand an advisor who understands that the client is the sole focus. They expect a retirement that reflects their hard work. They want a plan to be confident that their money will last. They need this plan to evaluate every investment and tax implication, to make meaningful retirement projections, and to have it all managed in alignment with their goals. They are intolerant of hidden fees and high costs in their investments. They prefer academic research and best practices over the hubris and speculation of Wall Street. They absolutely do not want to be sold. They want a long-term partnership that will always be there to support them.

Great Oak rose from the ashes of our time at firms, dating back to early 2000, where the advisors, bosses, stockholders and quotas ranked far above any interests of a client. It was disgusting, and we knew it. So we set out to build a firm from scratch, with a fee-only model, independence from conflicts of interest, and a true fiduciary duty as its foundation. Decades of experience underpin our planning process and our understanding of the science of investing.

Our holistic planning process integrates your relationships, interests and aspirations with your investments, estate plan, taxes, budget and insurance to create a retirement plan unique to you. We collaborate with you and your other advisors to work as a team. The implementation process is fully transparent and rooted in six decades of Nobel Prize winning academia, science and data, i.e., the Evidence-Based Investment Approach. We’ll teach you about it, so that you feel comfortable and confident in working with us. Let's start now.