Red Oak Financial Group

Since 1978, Red Oak Financial Group has been providing objective, independent advice to private investors and institutional clients. We specialize in retirement planning and portfolio management. Our objective is to give you control of your future and be the friendly partner to help you achieve those goals. Our team takes a very personal approach to your retirement planning. We are best in class when it comes to your wealth goals, and we serve clients from the small-town business owner to families looking to leave a legacy. Along with retirement planning, our proprietary investment models can help you navigate the market waves with a focus tailored toward your individual circumstances, risk tolerance, and time horizon. At Red Oak Financial Group, we are truly a family business. We believe that our motto closely aligns with our values…. Big Enough to Serve You. Small Enough to Know You.