Our Company
For nearly two decades, Joe Shenk has helped families, business owners, and individuals plan for a better tomorrow. With extensive experience and expertise, backed by the considerable resources of Concourse Financial Advisors, he has guided his clients through some of the most challenging investment environments in recent history.
Oak & Shepherd Wealth Management is the realization of Joe’s vision to create a financial firm with an unwavering focus on integrity, customer service, and world class investment advice. Even though our average client household asset portfolio is about $1,000,000, we aim to help each individual we can according to their needs.
Conveniently located in Old Trail near Rt 250 and exit 107 on I64, we offer financial planning, portfolio management, and tailor our services to the needs of each person we serve.