Get modern financial advice for investing, taxes, and more—with no hidden fees.
Book Your Personal DemoFrom investment management to estate planning, we provide end-to-end financial guidance.
Balance your portfolio and build for the future with diversified, institutional-quality strategies.
Optimize your strategy to reduce your tax burden with proactive planning and harvesting.
Choose the smartest path to financial freedom with personalized retirement planning.
Have a plan and monitor your progress with comprehensive cash flow management.
Understand how Real Estate impacts your portfolio & taxes with expert guidance.
Protect your legacy and ensure your wealth transfers according to your wishes.
We're not your traditional financial advisor. Our team of experts works together to provide comprehensive, fiduciary advice—all in one place.
See what our members say about working with Oakfin.
"The advice has been great, and the way the plans are delivered allows me to quickly see all of my action items in one place."
"We love that Oakfin has a team of experts working on your finances, versus just one traditional advisor."
"Before Oakfin, managing my finances felt like piecing together a million scattered tools. Now, everything is seamlessly integrated."
Unlike traditional advisors who work alone, Oakfin provides a team of experts—CFPs, CPAs, and investment specialists—all working together on your financial plan. Plus, our modern platform gives you complete visibility into your entire financial picture.
You'll have a dedicated lead advisor who knows your situation, supported by a team of specialists. This means you get personalized attention plus access to deep expertise in taxes, investments, and planning.
Yes, absolutely. Oakfin is a registered investment advisor and fiduciary. We're legally obligated to act in your best interest at all times. No commissions, no conflicts of interest.
Our services are designed for individuals and families with $500K+ in investable assets. Schedule a consultation to see if we're the right fit for your situation.
Schedule a free consultation with our team to see how Oakfin can help you reach your financial goals.
Book Your Personal DemoSchedule a complimentary consultation to discuss your financial goals and see if we're the right fit.
A member of our team will reach out within one business day to schedule your consultation.