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HELPING CLIENT FIND FINANCIAL INDEPENDENCE  FOR GENERATIONS

Serving our community since 2018

Who We Are

Oakbridge Financial Group, LLC. was founded in 2018 when four financial advisors came together with a shared vision:

  • To earn the most loyal clients by providing access to financial information, create measurable success, and genuine accountability.
  • To create a workplace where our staff has a voice and participates in our success while being rewarded for theirs.
  • To build a culture committed to attracting the most talented financial advisors of the highest integrity and work ethic.
  • To provide time, talent, and treasure back to the community which facilitates our business.

 


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75+

Combined Years of Experience

2500+

Households We Serve as Clients

100+

Leading Investment Managers & Insurance Carriers

How We Help

We understand that financial guidance is about more than just money. It’s about appreciating who you are and what you want in life. Then working with you to design a comprehensive, personalized financial strategy that fits your goals today and your vision of tomorrow. It’s about helping you build a fulfilling future, your way.

Retirement Planning

Planning for retirement is about more than saving money — it’s about creating a clear strategy for your future. Our retirement planning services help you understand where you are today, where you want to be, and what steps you need to take to build long-term financial confidence.


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Wealth Management

Wealth management is a strategic approach to finding ways to help grow, preserve, and managing your wealth over time. Our investment management services are designed to help you make informed financial decisions, align your portfolio with your goals, and navigate changing market conditions with confidence.


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Personalized Investment Strategies

Personalized investment strategies are designed to help you grow your wealth while adding a level of diversification to help against market uncertainty. These strategies can be especially valuable for individuals who want to participate in market opportunities. 


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Tax-Advantaged Savings

Tax-advantaged savings strategies are designed to help you keep more of what you earn while planning for important financial goals. Whether you are saving for retirement, healthcare expenses, education, or long-term wealth building, the right savings vehicles can provide meaningful tax benefits and help your money work more efficiently over time. 


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Risk Management

Risk management is an important part of protecting your financial future. It focuses on identifying potential risks that could affect your income, assets, investments, family, or long-term goals — and creating strategies to help reduce their impact.


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How We're Different

Firm-Based Approach

Leveraging the experience of our entire firm, we deliver comprehensive financial solutions that help clients achieve clarity, confidence, and long-term success.

In Alliance with Equitable Advisors

Clients have access to enhanced planning capabilities, innovative investment strategies, and the experience of a nationally recognized financial services organization.

Client Relationships

We build long-term relationships with our clients through proactive communication, ongoing guidance, and a commitment to being a trusted partner through every stage of life.

Our Process

Step OneDiscovery Call

Our process begins with a conversation. During the discovery call, we take time to learn about you, your financial situation, your goals, and the “why” behind what matters most to you. We’ll also introduce our approach and determine how we can best support your needs.

Step TwoBuild Your Plan

Once we understand your priorities, we analyze your financial picture and help you create a personalized strategy. This includes reviewing recommendations, discussing your options, and identifying the products, services, and steps that align with your goals.

Step ThreeMonitor & Grow

Financial planning is an ongoing process. We regularly review your progress, assess what’s working, make adjustments when needed, and help keep your plan aligned with your life, goals, and long-term success.

Fee-based, and non-fee based financial planning is offered by financial professionals who are investment advisor representatives of Equitable Advisors, LLC, a SEC-registered investment advisor.