# Oak Financial Planning

Oak Financial Planning is a Bank / Wealth / Trust based in Maple Grove, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Maple Grove, United States
- **Region:** North America
- **Address:** Maple Grove, MN, United States
- **Founded:** 2008
- **Assets under management:** Undisclosed
- **Website:** oakfinancialplanning.com
- **LinkedIn:** https://www.linkedin.com/company/oak-financial-planning

## About

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.

## Sectors

- Financial planning

## 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.

## Related profiles

- [Oak Financial Group](https://altss.com/profile/oak-financial-group)
- [Oak Harbor Wealth Partners](https://altss.com/profile/oak-harbor-wealth-partners)

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Last updated: 2026-08-11T15:07:41.444Z

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