# Oak Financial Group

Oak Financial Group is a Bank / Wealth / Trust based in Golden Valley, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Golden Valley, United States
- **Region:** North America
- **Address:** Stamford, CT, United States
- **Founded:** 1992
- **Assets under management:** Undisclosed
- **Website:** oakfinancial.com
- **LinkedIn:** https://www.linkedin.com/company/oak-financial-group

## About

Oak Financial Group is an SEC-registered investment adviser in Golden Valley, MN, registered since 2015. The firm manages $669 million in assets, with $131 million on a discretionary basis. It has 57 employees and 32 investment advisers.

## Sectors

- Wealth Management
- Private Client Services

## People

- John R. Vaccaro — CEO
- Robert A. DiMeo — Managing Director

## Questions

### What investment strategies does Oak Financial Group emphasize?

Oak's practice focuses on retirement-income planning, concentrated-stock diversification, and multigenerational estate strategies. Tax efficiency is central to its portfolio design, a priority for Connecticut residents subject to state-level income and estate taxes. The firm's client communications and market positioning consistently stress long-term, goals-based planning over tactical trading.

### How is Oak Financial Group different from consolidator RIAs?

Unlike registered investment advisors that join aggregator platforms, Oak expanded through a single acquisition of a culturally aligned firm in its home county. That approach kept the business under original leadership outside any national partnership structure. Clients deal directly with the named principals, not a rotating team of centralized portfolio managers.

## Related profiles

- [Oak Creek Private Wealth Management](https://altss.com/profile/oak-creek-private-wealth-management)
- [Oak Financial Planning](https://altss.com/profile/oak-financial-planning)

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Last updated: 2026-06-03T20:00:00.000Z

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