A Trusted Partner on Financial Matters
Take the complexity out of money and investing to achieve a more comfortable, worry-free and secure future.
Why Oake Financial?
A Committed Fiduciary
That Can Help You Meet Your Goals
A Committed Fiduciary
As an independant, fee-only fiduciary firm, your interests come first. PERIOD.
We have the legal and ethical obligation to provide unbiased and trustworthy financial advice.
With Strong Values
That Can Help You Meet Your Goals
A Committed Fiduciary
The firm's symbol is an oak tree which symbolizes strength, longevity, commitment, knowledge and wisdom. In addition, O, A, K, and E are the first letters of the names of Chris' family. The use and combination of these letters embody the reason Oake Finanical was founded, to be a trusted family partner for you and your loved ones on financial matters.
That Can Help You Meet Your Goals
That Can Help You Meet Your Goals
That Can Help You Meet Your Goals
Comprehensive Financial Planning
Investment Management
Retirement Advice & Modeling
Consulting
About Oake Financial
CHRISTOPHER N. BROWN, CFA, CFP®
Chris has over 25 years of experience in the investment world. His career began at Bank of America (previously Nationsbank) in 1997 where he became a nationally ranked analyst during a twelve year post in corporate bond research. After another seven years managing portfolios and investment risk, he left the bank in 2016 and committed himself to assisting individuals manage their financial future. Chris started Oake Financial with the goal of offering personalized financial advice as your family's trusted partner on financial matters.
Contact INFO
Oake Financial LLC
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