Counsel Oak Financialof Raymond James

Mission Statement

To help our clients reach their financial and life goals so that they can enjoy the life they envision for themselves and their family.



We believe reaching and achieving your financial goals requires FIRST creating a comprehensive, integrated life plan. Your financial plan can be used to help coordinate your family’s financial affairs and goals. To learn more please click here.


We utilize an active portfolio management approach, with both fundamental and technical analysis tools, that adapt to the constantly changing global marketplace. A portfolio is designed unique to each individual’s investment objectives and time frame. We actively manage the portfolio seeking to provide above average returns and/or income, while minimizing risk and volatility. Click here for more information.

Available at

Financial Advisor Image
Counsel Oak Financial
1650 South Bend Avenue
Suite 201
South BendIN 46617
Phone: 574-208-6331
Fax: 574-232-8996
Toll-Free: 888-792-9370
Direct: 574-208-6331
Contact Us

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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