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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: Enjoy the run
In late September of last year, fears of a recession and widely predicted declines in corporate profits dominated the financial press. As could be expected, in...
Marc Ruiz of Oak Partners, Mind on Money: The best way to approach deb...
April is National Financial Literacy month so we are going back to financial planning basics. Last week we discussed the first two steps in the process toward f...
Marc Ruiz of Oak Partners, Mind on Money: April is financial literacy...
April is national financial literacy month. A topic near and dear to my heart. If I had to give America a financial literacy grade I would say we have a solid...