Updated:
Oak Financial Planning
Oak Financial Planning is the financial planning division of Oak Group Holdings. The Oak Group provides professional services beyond financial planning in...
Oak Financial Planning
Oak Financial Planning is the financial planning division of Oak Group Holdings. The Oak Group provides professional services beyond financial planning in Melbourne, including accounting, lending and property sales and management. The firm helps clients set achievable goals and offers services such as investment advice, retirement planning, aged care planning and estate planning.
General information
Firm type
Bank / Wealth / Trust
Year founded
2008
Location
Region
North America
Country
United States
City
Maple Grove
Corporate office
Maple Grove, MN, United States
Sector focus
Frequently asked questions
What services does Oak Financial Planning offer?
Oak Financial Planning offers comprehensive financial planning and investment management services. This includes retirement planning, investment portfolio construction, tax-aware strategies, and estate planning guidance. The firm operates as a planning-led practice, meaning financial planning forms the foundation of each client engagement rather than being secondary to product sales.
Does Oak Financial Planning serve institutional clients or only individuals?
Based on its structure as an independent RIA in Maple Grove, Oak Financial Planning serves individual and family clients rather than institutional allocators. The firm's practice is built around personal financial planning and wealth management for households, not pension funds, endowments, or other institutional pools of capital.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on asset managers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: