Oak Leaf Team Image

We offer a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a roadmap for your financial journey.

Our mission is to help you pursue a financial design that works for you, whether that be a child's college fund, a retirement or an estate plan. Let Oakleaf Financial Services suggest a strategy designed to address your goals.

RAYMOND JAMES TO JOIN S&P 500

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.