Integrity, Intelligence and the Oakstone Approach


About Us

Planning Futures


Since 2002, we have created programs and portfolios to assist clients in meeting their long-term financial goals and objectives.   If you have questions about investments, taxes, retirement, and/or estate planning please contact us.  One of our credentialed professionals would be glad to help.

A Systematic Approach


We begin by listening.  You understand your, needs goals and objectives better than any outsider. Together, we review what you have told us, making sure that we are in agreement as to where you are, but perhaps more importantly, we you want to be five, 10, or more years from now.  We then meet quarterly to review and  asses how we are progressing towards the goals we established during our initial meetings

Why Us?


Our process begins with listening, agreeing on what needs to be accomplished and then taking those actions which will help you achieve your goals and objectives.

Our firm is comprised of people with different financial expertise.  We engage each relationship with  Integrity, intelligence and the Oakstone Approach

Our Team

Seth Becker


Seth Becker began his finance career in with Bank One (1987-2000), assisting municpalities and for profit enities, to invest their bond proceedes and trustee their bonds.  He was also a partner in a boutique investment firm (2000-2002) where he helped manage and invest short term investments.  Seth established Oakstone Financial Management in 2003, and has been providing personal financial advise ever since.  He holds  Series 7, 63 and 65 licenses, as well as being an RFC@ (Registered Financial Consultant)

Ethan Clement - Administrative Assistant


Ethan Clement, a finance major at the Fisher School of Business, assists Seth by interfacing with clients and providing top tier quality service.  Ethan accomplishes this through integrity intelligence and best process.

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It is never too early to get started on your investment plans. Tell us more about your goals, and we will get you started on a plan to achieve them.