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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: How to Appeal Your Property...
Between 30 percent and 60 percent of taxable property has an inflated assessment, which may lead to higher property tax bills. Moreover, typically fewer than 5...
Oak Partners Celebrates Clients at Annual Holiday Client Advocacy Dinn...
For a financial advising firm such as Oak Partners, few things are as moving as receiving the total trust of their clients. On Thursday December 6, Oak Partners...
Marc Ruiz of Oak Partners, Mind on Money: Life and Death of a Twenty D...
Daily Production In 2017, the government will print roughly 19 million notes a day, totaling about $209 billion in value for the year. More than 90% of the newl...