Three Oaks Capital Management
Three Oaks Capital Management
Three Oaks Capital is an independent, fee only financial planning and investment management firm. Our focus is on helping our clients organize and optimize their finances. As a fee only firm we do not sell financial products. This frees us to deliver objective and unbiased advice based on our clients’ unique needs.
Our Services
- Flat fee and comprehensive financial planning
- Investment management
- Student loan repayment plans
- Retirement plan services for small businesses, including management of low cost SEP-IRA, SIMPLE-IRA, 401(k), Profit Sharing, and other qualified and non-qualified plans
Our Philosophy
We believe that everyone could benefit from a customized financial plan. While many are comfortable developing a financial plan on their own, there's tremendous value in having a professional help keep you accountable, on track, and ensure you're not missing anything important. We developed our proprietary financial planning process, Confidence in Advanced Planning, from this perspective. This process integrates investment strategy, debt management, tax profile, risk management, estate planning, and other aspects of your finances into one formalized strategy.
