Three Oaks Wealth
Three Oaks Wealth
Three Oaks Wealth is an independent, fee only financial planning and investment management firm. Our focus is on helping our clients organize and optimize their finances. Most of our clients are business owners, medical professionals, or both, and seek help making smart decisions that balance present day enjoyment with future financial success.
Our Services
- Comprehensive financial planning
- Investment management
- 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 can benefit from customized financial planning. 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.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.