Great Oak Wealth Management

Great Oak Wealth Management helps you alleviate your financial worries. Will you have enough to retire? Are your investments allocated appropriately based on your comfort level and financial condition? Is my family adequately protected from the unexpected? We will help you overcome any financial concern that is holding you back.

We do this by listening to what's important to you, having meaningful conversations, and working alongside our clients to find solutions.  Fee-only and fiduciary, we put your best interests first.  

Great Oak Wealth Management provides comprehensive financial planning and investment management through unbiased advice with no conflicts of interest. We don't  "sell products." We believe a well-diversified portfolio of low-cost index funds is the best way to reach your financial goals. 

We invite you to learn more about us, our approach and the importance of working with a fiduciary and look forward to getting started on your plan! 


Advisors at this Office


This Office

2295 Wells Rd Pottstown, PA 19465-7135 Phone: (484) 986-2002

Primary Office

2295 Wells Rd Pottstown, PA 19465-7135 Phone: (484) 986-2002

Other Offices

101 Lindenwood Dr Ste 225 Malvern, PA 19355-1762 Phone: (484) 986-2002