Last updated: March 15, 2025
By accessing or using the Oakfin website and services, you agree to be bound by these Terms of Service. If you do not agree with any part of these terms, you may not access or use our services.
Oakfin Wealth Management, LLC ("Oakfin," "we," "us," or "our") provides financial planning, investment advisory, and wealth management services. Our services are provided to clients who enter into a written advisory agreement with us.
The information provided on this website is for general informational purposes only and does not constitute investment advice, tax advice, or legal advice.
To use our services, you must:
When you create an account with us, you must provide accurate, complete, and current information. You are responsible for maintaining the confidentiality of your account credentials and for all activities that occur under your account.
Our investment advisory services are provided pursuant to a written advisory agreement. All investment decisions are made in accordance with your stated investment objectives, risk tolerance, and financial situation as disclosed to us.
Past performance is not indicative of future results. Investing involves risk, including the potential loss of principal.
Our fee structure is disclosed in our Form ADV Part 2A and in your advisory agreement. We are compensated through asset-based fees, fixed fees, or a combination thereof, as agreed upon in writing.
All content on this website, including text, graphics, logos, and software, is the property of Oakfin or its licensors and is protected by copyright and other intellectual property laws.
You agree not to:
Our website and services are provided "as is" without warranties of any kind, either express or implied. We do not warrant that our services will be uninterrupted, error-free, or secure.
To the fullest extent permitted by law, Oakfin shall not be liable for any indirect, incidental, special, consequential, or punitive damages arising from your use of our services.
These Terms shall be governed by and construed in accordance with the laws of the State of Delaware, without regard to its conflict of law provisions.
We reserve the right to modify these Terms at any time. We will notify you of any material changes by posting the updated Terms on our website. Your continued use of our services after such changes constitutes acceptance of the modified Terms.
If you have questions about these Terms, please contact us at legal@oakfin.net.