Whether you are just starting out on your financial journey or preparing for retirement, our Valley Oak Advisory Team can help you establish a clear path to achieve your financial goals. You will have your own wealth management team, led by your dedicated advisor, who will provide financial advice and investment management.

Read the FEBRUARY 2024 Market Recap from our Investment Advisors

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As your financial advisors, Evan and Michael actively listen and collaborate with you to understand your current financial situation and prioritize your financial goals. We work to understand your risk tolerance, time horizon, and investment preferences to establish a personalized financial plan. As professional fiduciaries, we are required to keep your best interests in mind. All members may schedule a complimentary call with us at any time to learn more or ask questions - no commitment necessary. All members receive:

• A dedicated relationship with the Valley Oak Advisory Team
• Financial planning services
• Professional investment management
• Affordable pricing, no commissions, no hidden fees

Evan and Michael available morning, evenings, and weekends in addition to normal business hours. We are looking forward to speaking with you!

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VAlley Oak Advisor Team Helps You Succeed

We provide a full range of wealth management services. You can come to us with any financial questions - whether they are complex or simple. As a valued member we are here to help you navigate your financial life.

Conversations at your convenience.

Evan and Michael are available during normal business hour as well as evenings & weekends.

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Account Types

• Individual
• Joint
• Custodial
• Revocable Trust
• Irrevocable Trust
• Roth
• Traditional
• Rollover
• SEP
• SIMPLE
• Beneficiary
• 401(k)
• Roth 401(k)
• 403(b)
• 457
• Health Savings Accounts (HSA)

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Disclosures

Investment products and services are offered independently through Credit Union Wealth Group. Investment accounts are custodied at Interactive Brokers Group, LLC, member of FINRA/SIPC. Credit Union Wealth Group and Valley Oak Credit Union are not affiliated. Products and services made available through Credit Union Wealth Group are not insured by the NCUA or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any credit union or credit union service organization. Products and services offered through Credit Union Wealth Group are not NCUA insured. These products are subject to investment risk, including the possible loss of principal amount invested.