About Oak River

Oak River Financial Group was founded in 1998. From its inception through today Oak River has managed portfolios for a selected group of high net worth individuals. Over the years Oak River has grown and expanded its services. Today we have positioned ourselves to provide specialized solutions to meet the needs of retirees, high net worth individuals, small business owners and professionals. We use a system that allows our clients to keep track of their financial lives on a daily basis. We invite you to explore how Oak River may be of service to now and throughout the future.

  • Why Choose Oak River Financial Group?
  • We only work with a select group of individuals
  • We only accept a limited number of new clients each year
  • We are an independent registered investment advisory firm-free to recommend the investments or products most suited for our clients.
  • We strive to do what is “right” for each individual’s financial situation.
  • We speak in plain English and take time to fully explain everything.
  • We don’t try to fix what isn’t broken.
  • We prepare and monitor complete financial plans that address all of an individuals needs
  • We help balance the need to safety, income and growth.
  • We fully disclose all fees and exactly how we are paid.
  • We analyze and report on Investment Advisory Accounts on a quarterly basis.
  • We Promptly respond to our Clients’ needs.

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Our Promise!

We remain a resource to help our clients with the various changes in life. We will meet to make adjustments for any new circumstances, and we are always available to review whatever needs to be changed. That is one of the biggest advantages of working with us.

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Because we respect and value our client relationships, we promise to:

  • Review all accounts on a monthly basis
  • Provide a quarterly report to our investment advisory account clients
  • Affirmatively state when a change is needed (or not) on an account
  • Return phone calls within 24 hours
  • Help our clients understand how to read our statements
  • Always explain things in easy-to-understand terms
  • Quickly admit and correct any errors
  • Clearly disclose any commissions or fees
  • Remain current in the field so we can continually provide better advice
  • Be creative and innovative in the services we provide

That's the kind of relationship we build with our clients ... a relationship built on understanding, reliability, and trust.