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Knowledge Nurtures Growth Our Mission. Your Financial Growth Our Team. Your Partners Our Distinction. Independence

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.

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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.

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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.

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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:

  1. A full range of investment vehicles offered through LPL Financial.
  2. In-depth experience and knowledge of our professional advisors.
  3. 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.

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Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

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What Can a Million Dollars Buy You?

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A Bucket Plan to Go with Your Bucket List

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