Team photo for The OakBridge Group
Client Satisfaction 5.0 / 5 rating based on 52 reviews
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  • Get to know us

    We are committed to helping our clients achieve their financial goals. Learn about our team.
    Meet the team

  • How we work

    We provide personalized advice based on what’s most important to you.
    Work with us

  • Connect with us

    If you have questions or would like to schedule a complimentary initial consultation, get in touch.

    Contact us

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.

Request a consultation

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The OakBridge Group Message

Oak: A tree of the beech family. The hard, durable wood of such as tree, often used in construction.

With their strong roots the oak symbolizes the type of solid, long-term relationships we aim to cultivate here in our practice.

Bridge: A structure spanning and providing passage over an obstacle. A connecting, transitional, or intermediate route of phase between two adjacent conditions.

We look to focus on overcoming the many roadblocks you may face in life, bridging the gap between where you are now and where you want to be financially.

The word OakBridge forms the perfect metaphor, illustrating our commitment to our clients and main core competencies:

  • Comprehensive Financial Planning
  • Wealth Management