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.
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
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
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, 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.
Sign up to hear from us.
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.