Investment Management Services
As fiduciary financial advisors, we are sworn to always put your interest before our own.
Oak Wealth Partners takes the guesswork out of handling your
investments. Our holistic approach means that we have the expertise to manage
your employer sponsored retirement plans as well as your traditional
investments. Our goal is to help you retire in a financially stable position.
Let us be your peace of mind.
We specialize in working with:
- Individuals and families who are in the process of saving
for retirement and other important financial/life goals
- Employees of Federal Government and Municipalities
- Teachers, professors, social workers, military, contractors,
administrators, small business owners, consultants, nurses and other healthcare
professionals
- Those who are still working and accumulating financial
assets
- Those who are transitioning to retirement or fully retired
- Maryland residents and those geographically close to
Washington, DC as well as other US citizens nationwide
