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Oakton Financial
Oakton Financial is a fee-only, fiduciary financial planning firm where the financial plan comes first. They aim to be a trusted advisor for all financial...
Overview
Oakton Financial is a fee-only, fiduciary financial planning firm where the financial plan comes first. They aim to be a trusted advisor for all financial decisions in life, not just investment management. They serve Accumulators and Pre-Retirees/Retirees with a true fee-for-service model priced by service, not portfolio size. Their investment philosophy is based on decades of academic research paired with real-world trading execution.
General information
Firm type
RIA
Year founded
2018
Location
City
Reston
Principals
Kevin Lozer
CFP®
Frequently asked questions
What is Oakton Financial's investment strategy?
No strategy has been publicly articulated. The firm has no known asset-class focus, stage preference, or geographic targeting.
Does Oakton Financial participate in direct deals or fund investments?
No deal activity, fund commitments, or co-investments have been recorded. The firm's investment method is unknown.
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