Financial guidance that fits your life’s ambitions

At Oak Crest Advisors, we are dedicated to delivering personalized and comprehensive financial planning for all phases of your life – to manage and preserve your wealth, pursue your goals, guide you to and through retirement and leave a lasting legacy for your loved ones and favorite charities.

With our planning-driven philosophy, we focus on personalizing your financial plan based on everything we learn about you – and around all that is important in your life. It’s what we’ve done for decades and will continue to do for the families and individuals across America who we now count as valued clients.

We value the close relationships and personal connections we build with our clients.
Matt Gunter, CFP®, AAMS®; Branch Manager/Financial Advisor Co-Founder, Oak Crest Advisors