Our Services

Simple Question: Can I afford to retire when and how I want to?

This is a simple question that most of us would like to know the answer to. Eventually, this becomes more of a ‘need to know’ answer than a ‘like to know’ one.

Fortunately, we have the tools and experience to provide exactly the answers you need. Financial Planning tools, tailored to your very specific situation, are a large part of Oak & Shepherd’s core offering.

Portfolio analysis and construction

Many people work their whole life, invest out of every paycheck, and pay more attention to the cost and quality of their morning coffee than to the cost and quality of their investment portfolio. I love my morning Joe as much as the next guy or gal. But it may be time to reprioritize.

At Oak & Shepherd, we offer a complimentary initial consultation and portfolio analysis. Sometimes, only minor adjustments are needed, and in some cases, no changes are necessary.

If there are opportunities for improvement and we decide to collaborate, we’ll craft a custom portfolio recommendation tailored to your goals, risk tolerance, and personal values.

Goal setting, investment discipline, and client education

We believe that a strong, ongoing partnership between client and advisor is key to long-term success. At Oak & Shepherd, we help you set clear long-term goals, maintain investment discipline, and continuously educate you throughout our relationship. We’re committed to building deep, lasting relationships that drive the best financial outcomes.

“You get recessions, you have stock market declines. If you don’t understand that’s going to happen, then you’re not ready, you won’t do well in markets.”

– Peter Lynch