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.
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!
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.
Evan and Michael can help you define your goal and analyze your options to develop and implement a personalized financial strategy.
- Starting an Emergency Fund
- Retirement Planning
- 401(k); IRA; Social Security
- Trusts & Wills
- Education / College Planning
- Insurance Analysis
Our investment team works to determine the appropriate investment strategy based on your goals and feelings about risk.
- Managed Portfolios
- Mutual Funds
- Exchange Traded Funds (ETFs)
- Stocks, Bonds
- Cash Management
- Portfolio Reviews
Online Financial Dashboard
You will have 24 / 7 access to your own online financial dashboard where you can easily track and manage your financial goals and investments.
- Advisor insights & recommendations
- Scenario Planning
- Interactive Goal setting
- Financial Planning Tools
- Investment / Portfolio Details
- Account Actions
Conversations at your convenience.
Evan and Michael are available during normal business hour as well as evenings & weekends.
- Revocable Trust
- Irrevocable Trust
- Roth 401(k)
- Health Savings Accounts (HSA)