Is Oak Crest Advisors right for you?

The Oak Crest Advisors team is composed of experienced, client-focused financial advisors seeking to better meet their clients’ needs through independence and collaboration. Our partnership is designed to help independence-seeking advisors by simplifying processes to make an independent transition a seamless event.

Enjoy the freedom and flexibility of running your own independent practice, while having an experienced team to assist and guide you through the process.

Our partnership with Raymond James gives you access to first-class technological infrastructure, compliance, and ongoing support provided by an industry renowned company.

As a member of the Oak Crest Advisors family, you will join a dedicated, independent network of advisors, happy to share advice and best practices. We provide on-site transition, ongoing consulting, and handle the industry-required supervision.

We don’t have to do all of it alone. We were never meant to.
Brené Brown