Distinctions that demonstrate our difference
When seeking a trusted advisor to serve as your financial partner, there are many factors to consider. Finding the right fit is essential for your financial independence and well-being. There are quite a few characteristics we believe set us apart and make us stand out among other advisory firms – substantial reasons we present here for your consideration.
A personal relationship with you
At Oak Knoll Financial Strategies, you’re not a number – you’re our esteemed client, friend and neighbor and a person who deserves our full attention and care. Your goals are important to us, and we will work hard to provide a personalized road map for your and your family’s financial journey.
Our experience and credentials
Our advisory team has more than 55 years of combined experience in the financial services industry. Additionally, members of our team are fully insurance licensed and hold professional designations such as Certified Financial Planner™ professional and Accredited Asset Management Specialist℠, giving us added experience in evaluating and making recommendations for you.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
A collaborative team approach
We take a true team approach, so if you have a primary relationship with one of our advisors and that person is not available at the moment, another member of our team can step in and answer those questions with knowledge of your situation and plan. We all work together on your behalf to help ensure that no detail is ever overlooked.
Our approach to managing your financial life involves so much more than just your investments. This means looking at the big picture and then tending to every detail, from planning your estate to helping you send your kids or grandkids to college. We’re here to help you navigate life’s big decisions and coordinate all financial matters along the way. Consider us as your single source for anything you need – financial and retirement planning, business planning, investing, insurance and tax strategies.
Your goals are at the forefront
Helping you clearly identify and pursue your goals is our priority. In addition to our deep planning experience, we utilize proprietary Goal Planning & Monitoring software from Raymond James that can help align financial decisions with your vision of retirement and other highly personalized goals.
The projections or other information generated by Goal Planning & Monitoring regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Goal Planning & Monitoring results may vary with each use and over time.
Our connection and commitment to our community
The Wilmington way of life is certainly worth preserving. We feel privileged to live and work here, and to raise our families in such an idyllic manner. We know that the best way to help our community flourish is to help one family or individual at a time. It gives us an even deeper sense of purpose to do so.
Always here for you
Our purpose is to serve as your trusted partner and valued resource for every financially related matter in your life. We always strive to provide an unsurpassed client experience, one where you are diligently and personally served, your needs and concerns are well addressed, and your financial matters always receive the full attention of our team.