Aspiring Investors

Hey, everybody starts somewhere!

These days, young investors face many times more information and data than previous generations. 

We always strive to prove our dedication to our fiduciary duties of honesty, good faith, and fair dealing with you. It all begins with a thorough review of your current assets and liabilities. Our team then develops a plan to help guide you toward your specific financial goals.

Our Knowledge

We can assist you in answering many questions, including:

  • How much should I contribute to my company’s 401(k)?

  • How much do I need to save for retirement?

  • Should I buy a home? 

  • Should I pay my house off?

  • How do I budget?

  • What is a Roth IRA?

Our Value

After working at large brokerage firms for over 50 combined years, our founders built Council Oak Wealth to be the very best in the region. 

Four areas of focus drive all aspects of our firm, including customer relationships, growth, hiring, employee evaluations, and bonuses:

  • Expertise: We have two Certified Financial Planners (CFP®), a Chartered Financial Analyst (CFA®), and a Chartered Financial Consultant (ChFC®)  on staff. 

  • Flexibility: With a higher degree of fee flexibility than most major firms, we strive to provide the best value you will find for your money. 

  • Friendships: Our region is known for friendliness, and we desire to bring a feeling of kindness and respect to our client relationships. 

  • Excellence: We strive to be the very best firm in the region with regards to responding to your needs quickly and effectively, in a fashion that makes our clients feel like we are always “handling their affairs.”