Connect with us when and how you need to — in person, by phone or online.

  • Crunch the numbers

    Use these calculators to explore various saving, investing and tax scenarios.
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  • Market volatility

    Stay on track with your financial goals during changing market conditions.
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  • Key tax considerations

    Review tax planning strategies throughout the entire year, not just during tax season.

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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Our commitment to clients

One-to-one financial advice

We begin with what’s most important to you—from goals that can include retirement or education, to a major purchase like a second home.

Personalized
recommendations

We provide investment, asset allocation and portfolio recommendations based on your individual goals and personal risk tolerance.

Regular meetings

We document your goals, meet regularly to review and analyze your progress, update your approach as life changes and help you track your progress along the way.

Anytime access

At any time, from any device, access your investments and accounts, track your progress toward your goals and share information with us safely and securely.

Ready to learn more about how we can help you? Getting started is as easy as scheduling a complimentary initial consultation.

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Featured insights

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Events

Mixology Event

Have you ever wanted to make a handcrafted cocktail but were unsure how to do it? Oak Point Financial Partners is excited to offer you and your friends the opportunity to learn how to create craft cocktails at our mixology event! Join us as we kick off 2025 at Carpe Raci with Michael Flaherty leading us through the steps of crafting the perfect cocktail. As the Head Chef and Mixologist for Carpe Raci, Michael is uniquely qualified to guide us through the intricacies of mixing cocktails and pairing them with various dishes.
Please RSVP for the event by Friday, January 3, 2025.

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Our mission

At Oak Point Financial Partners, we see ourselves as steady and reliable, much like a mature oak tree. We're committed to strong ethics and striving for excellence in everything we do. Just like an oak provides a sturdy branch to lean on, we’re here to support you with leadership and solid advice. We believe in building lasting relationships and genuinely helping others. Our goal is to help you and your finances grow strong and healthy—ready to face the future with confidence. We are your partners on your financial journey, here to help you thrive through every season.