General Info

Oaks Financial Management, Inc * has provided financial peace of mind to our high net worth and business clientele for over twenty years. We specialize in offering a complete approach to all aspects of personal and business financial management. While providing creative solutions to financial dilemmas, we deliver results that have produced satisfaction among our diverse clientele. We work with our clients and their advisors, taking a proactive approach to help them increase their wealth, while creating peace of mind. Oaks Financial Management we act as a liaison between our clients and their accountants, attorneys, bankers, investment managers, realtors and insurance brokers to assure accurate and timely communication, thereby guaranteeing that all of their current financial and business activities are taken into account. We are discreet, reliable, precise and easy to work with. While some clients use our full range of services, others need only a portion. Some clients have their financial team already in place and simply need our bookkeeping, recordkeeping and communication expertise, while others look to us to recommend professionals who can meet their needs.