Investment management is more than just buying and selling stocks. We at Oakview pride ourselves on devising holistic short and long term strategies for our client portfolios. Growing and protecting your investments by learning about you, our client and personalizing your portfolio to your individual lifestyle. Our investment management clients also receive a financial plan that coordinates with any other assets and life goals, another way that we personalize your investments to you.

A financial plan is created to look at a client's current financial picture and long-term monetary goals, and includes best practice strategies to achieve those goals. A financial plan should not be made from a cookie-cutter template, because each individual will have different desires and goals. And because each person’s needs are different, Oakview offers two types of financial plans. Hourly planning and Ongoing planning, each still personalized to you but offering different levels of hands-on approach from us. Oakviews co-founder Stanton Burns is our CERTIFIED FINANCIAL PLANNER™ and works commission free as a fiduciary, so there will never be hidden fees for you.

When creating your financial plan, reviewing your tax return is an essential part of the advising process. Looking at your income and capital gains, any missed deductions, social security benefits and charitable contributions can help create a full picture of your wealth and protect you from unwanted losses. This also helps Oakview tailor your plan to your unique situation.