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Wealth & Retirement Planning
Welcome to Oak Partners, Inc. where we strive to be your most trusted advisor through our professional knowledge, our integrity and our total commitment to service.

At Oak Partners, we provide comprehensive investment consulting services with the goal of increasing our clients' wealth and protecting their financial future through professional guidance and a personalized investment strategy. We believe that investing in today's markets requires discipline, knowledge, and professional experience, and our clients trust us to deliver prudent advice and help maximize their returns.

This site is for informational purposes only and is not intended to be a solicitation or offering of any security and:

We are registered to offer securities in the following states: AR, AZ, CA, CO, CT, FL, GA, IA, IL, IN, KS, KY, MI, MN, MO, NC, NE, NM, NV, OH, OK, PA, SC, TN, TX, VA, WA, WI

Representatives of a Registered Broker-Dealer ("BD") or Registered Investment Advisor ("IA") may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, that state; or (b) are excluded or exempted from that state's registration requirements.

Representatives of a BD or IA are deemed to conduct business in a state to the extent that they would provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.


Securities and Advisory Services Offered through LPL Financial, Member FINRA, SIPC.

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Marc Ruiz of Oak Partners, Mind on Money: The Next Crisis Never Looks...
This month is the 10-year anniversary of the start of the 2008-2009 financial crisis. There continues to be much to learn from this time period, and over the p...
Marc Ruiz of Oak Partners, Mind on Money: Free Enterprise Is the Found...
Once in a while, I take the liberty of being political in my column, because, well, it's my column. This being said, money and economics is my purpose when wri...
Marc Ruiz of Oak Partners, Mind on Money: Yield Curve Worth Watching
Through all the Russia hysteria and obsession with everything Donald Trump, the noise on another issue continues to grow with momentum in the financial press.