Skip to content
facebooklinkedinenvelope
  • T: 815.476.2105
  • F: 877.217.1112
Reach out to us.
  • Home
  • Our Team
    • Our Team
    • Stephen James Francis
    • Wesley E. Smith
    • Kara Mason
    • Michael J. Manner
    • Christopher Francis
    • Craig Long
    • Laura Martin
    • Jacqueline Danalewich
    • Yanilsa Pinkus
    • Marjorie Daly
    • Ashley Wandless
    • About Raymond James
  • Our Difference
    • Our Difference
    • Goal Planning & Monitoring (GPM)
      • Goal Planning & Monitoring (GPM)
      • GPM FactFinder
    • Our Process
    • The Value of a CFP
  • Our Clients
    • Our Clients
    • Services
    • Case Study 1
    • Case Study 2
    • Case Study 3
  • Our Community
  • Resources
    • Resources
    • Worthwhile
    • Video Library
    • Insights & Commentary
    • Client Access Videos
    • Living Your Legacy
      • Living Your Legacy
      • Career
      • Community
      • Family
    • Behavioral Finance
      • Behavioral Finance
      • Familiarity
      • Loss Aversion
      • Overconfidence
      • Mental Accounting
  • Contact Us
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • Oak Knoll Financial Strategies, LLC
    205 S. Water Street Wilmington, IL 60481-1375 T: 815.476.2105 F: 877.217.1112
    Map and Directions Map and Directions
Oak Knoll Financial Strategies, LLCOak Knoll Financial Strategies, LLC

Ongoing guidance for the seasons of your life

Do I have enough to retire? How can I protect myself and my family from the unexpected? Am I on the right track overall? At Oak Knoll Financial Strategies, we hear these questions all the time – and, most important, we know how to answer them. Let us provide a personalized road map for your family’s financial journey.

Your financial plan comes with a succession plan

stephen francis

Stephen James Francis

CFP® Branch Manager Financial Advisor
wesley smith

Wesley E.

Smith, CFP® Operations Manager Financial Advisor
Kara Mason

Kara

Mason Financial Advisor
Michael Manner

Michael J. Manner

Financial Advisor
Christopher Francis

Christopher

Francis Branch Associate
Craig Long

Craig

Long Branch Associate
Laura Martin

Laura

Martin, FPQP® Client Account Care Associate
Yani Pinkus bio headshot

Yanilsa

Pinkus Sr. Registered Branch Associate
/RJ/Advisor Sites/Sites/o/a/oakknollfinancial-new/Images/headshots/bio-headshot-jordyn-zeng

Jacqueline

Danalewich Communications Manager
Marjorie Daly

Marjorie

Daly Branch Associate
Ashley Wandless headshot

Ashley

Wandless Receptionist

Planting the seeds for a comfortable retirement

A full range of services to meet your financial needs

Finding the right fit is essential in a trusted financial partner


Having a plan, no matter your age, is important to what your retirement will be.
Stephen J. Francis, CFP®, Financial Advisor, Branch Manager
ADVICE YOU CAN COUNT ON
Oak Knoll Financial Strategies, LLCOak Knoll Financial Strategies, LLC
  • 205 S. Water Street Wilmington, IL 60481-1375
  • T 815.476.2105
  • F 877.217.1112
  • Map & Directions
  • Map & Directions
facebooklinkedinenvelope

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.
 
Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

© 2022 Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC |Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Oak Knoll Financial Strategies is not a registered broker/dealer and is independent of Raymond James Financial Services. Legal Disclosures | Privacy, Security & Account Protection | Terms of Use