Our Investment in You
When you choose to work with Oakton Financial Management, you invest more than just your money - You invest your trust in us and our goal is to reward that trust with an array of dividends.Learn More
Independent Investment Choices
We have no proprietary interests. Since we do not gain from any products you by or sell, we are able to offer extensive investment choices from LPL Financials' vast repository . Equally important Oakton Investment Management can provide objective advice solely on your individual goals and needs.Learn More
Oakton Investment Management Teamwork Adds Strength
Our team of experts offers 50 years of combined financial experience focused on helping individuals with private wealth growth and management. We are also teamed with the largest independent financial brokerage in the country, which yields unique and powerful advantages.Learn More
Welcome to Awareness that "Knowledge Nurtures Growth"
Oak-like financial growth, increased wealth and security for your family, a robust retirement for you: these are the financial goals we work with clints to achieve with:
- A full range of investment vehicles offered through LPL Financial.
- In-depth experience and knowledge of our professional advisors.
- A financial philosophy guided by the awareness that knowledge nurtures growth.
Our years of experience and study have taught us that the more you know, the less you risk. The more you understand and grasp, the wiser and surer your investment choices. The more you understand the past, the more you can predict and be ready for the challenges and opportunities of the future. At Oakton Investment Management, we begin the growth process with our own knowledge and experience. We augment that with information and analytics given to us by LPL Financial to make sure we are planting assets in the right growth areas. Then we watch and nurture the investments. And, we don't necessarily let nature take its course. If we need to we intervene, which is why we constantly remain in an awareness and learning mode.
What You Should Do About Insurance Following a Divorce
In the face of divorce, making changes to insurance coverage may be overlooked.
Pullbacks, Corrections, and Bear Markets
Clearing up confusion from the economic downturn following COVID-19 and how it might affect your financial strategy.
Do Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Do you understand these common mobile slang terms?
Is your estate in order? This short quiz may help you assess your overall strategy.
One way to find money is to examine your current spending habits and eliminate money wasters.
Do your insurance needs stay the same when the nest empties?
An inside look at how marginal income tax brackets work.
Healthy habits are one of the greatest gifts to give your child.
This calculator demonstrates the power of compound interest.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator helps estimate your federal estate tax liability.
Estimate how long your retirement savings may last using various monthly cash flow rates.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
Here’s a crash course on saving for college.
Have you found yourself suddenly single? Here are 3 steps to take right now.
What if instead of buying that vacation home, you invested the money?
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Here is a quick history of the Federal Reserve and an overview of what it does.