FIDUCIARY We know you worked hard for your money. Therefore, we work hard to invest in your best interests, with your goals in mind... not just a one size fits all mentality. TRANSPARENCY As a fee-only RIA, Registered Investment Advisor, our cost to clients is simple & straightforward. TECH & PERSONAL SERVICE Link all your assets & accounts, both managed by us & not, to our Black Oak Wealth Management System for a complete picture of your financial life. Your Net Worth gets updated automatically everyday! Our portfolio modeling is detailed, based on risk tolerance and your investment time horizon. Our financial tools give you a picture of your complete financial life, investments, life insurance, and help you plan for your legacy. You get personal, technology-enhanced guidance with total transparency into your wealth. The result will transform the way you understand, manage, and grow your net worth.