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About Us

Questioning the status quo

We don’t just accept the norm. We question it. Over the last 30 years people have primarily invested the same way. We look to push the envelope, and are always seeking opportunities to take advantage of inefficiencies in the market. Black Oak Wealth Management, LLC was founded to break away from the big brokerage model where the individual client got lost in the masses. Our boutique model is based on relationships and always putting them first.

Let’s be clear

As Registered Investment Advisors, Black Oak Wealth Management, LLC have fiduciary responsibilities to our clients. This is a very stringent standard, one that very few professionals offering planning services can match. A financial advisor held to a Fiduciary Standard occupies a position of special trust and confidence with a client. As a Fiduciary, the financial advisor is legally bound to act with undivided loyalty to the client. This includes disclosure of how the financial advisor is to be compensated and any corresponding conflicts of interest.

Black Oak Wealth does not hold client assets. Instead, an account will be opened in your name with an independent third party acting as custodian. You retain unlimited access to your account. We are granted trading authority for the purchase and sale of securities within the account. To ensure complete transparency of the management of your account, the date and price of every transaction is reported to you through timely confirmation statements.

We also eliminate any conflicts of interest by not receiving commissions, not accepting compensation from third-parties, and not profiting by marking up or down securities clients purchase or sell.

In essence, you see it all.

We don’t just accept the norm. We question it.

Over the last 30 years
people have primarily invested the same way. We look to push the envelope, and are always
seeking opportunities to take advantage of inefficiencies in the market.