Broker Check
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.

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:

  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.

Helpful Content

Once Upon a Goal

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

Insurance Needs Assessment: For Empty Nesters and Retirees

Insurance Needs Assessment: For Empty Nesters and Retirees

Do your insurance needs stay the same when the nest empties?

Estimating the Cost of College

Estimating the Cost of College

This worksheet can help you estimate the costs of a four-year college program.

 

Women and Financial Strategies

Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.

Mutual Funds vs. ETFs

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.

Revising Estate Strategy Assumptions

Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.

Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.

Is a Variable Annuity Right for Me?

Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.

View all articles arrow

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

View all calculators arrow

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

View all presentations arrow

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

Retirement Redefined

Around the country, attitudes about retirement are shifting.

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

View all videos arrow