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Welcome to Great Oak Wealth Management
Based in Northern Chester County, Pennsylvania, we’re an independent, fee-only, fiduciary financial planning firm. Our refreshingly straightforward client-focused approach is honed on years of experience, and a genuine desire to help our clients align their personal finances with their goals of a financially secure future.
We’ve carefully crafted a clear and structured process that provides us with a comprehensive understanding of your individual situation and objectives, enabling us to effectively support and guide you towards reaching your full financial potential.
fee-only
We are fee-only advisors, which means we are independent and objective. If you want a financial advisor who focuses on your priorities, acts in your best interests, and is not limited to specific financial products, then consider working with us.
down-to-earth
When it comes to the corporate world, we’ve lived it, we’ve seen it. We think that’s important. You can feel reassured that we understand your challenges, and can help you thrive amidst the pace and evolution of the modern business world.
expertise
Here at Great Oak Wealth Management you will work with a Certified Financial Planner™ professional. A CFP® practitioner represents the highest quality of competency, dedication, and ethics, who puts you and your best interests first.
Our Wealth Management & Financial Planning Services
Guiding You to Financial Clarity, Without the Guesswork
At Great Oak Wealth Management, we believe financial planning should be straightforward, transparent, and empowering. Everyone deserves to know exactly what steps to take to create a secure financial future for them—without hidden fees or corporate jargon.
That’s why we offer strategic financial planning and wealth management that grows and adapts with you—giving you the confidence to enjoy your life today while securing your future. Our goal is to turn your uncertainty into clarity and stress into peace of mind.
How we help
Wealth Cultivated Through a Financial Plan that Fits Your Future
We offer comprehensive financial planning and wealth management services designed to meet you right where you are—whether you’re growing your career, running a household, or optimizing your wealth for retirement and beyond. No cookie-cutter plans here—instead it’s personalized strategies that evolve with you and help your money do more at every stage of life.
Wealth Builders
You’re earning more than ever and juggling stock options, tax headaches, and big retirement goals. We help you turn complexity into clarity with strategies that grow your wealth—and protect it.
Focused Families
You’ve built a good life and want to make smart moves for you and your families future—retirement, college funding, estate planning and everything in between. We create clear, actionable plans to keep your goals (and your finances) on track.
Who is building your wealth planning strategies
Your Team
The Origin Story
rooted in authenticity
Small, independent and flexible, Great Oak Wealth Management personifies our enthusiasm and team approach. What you see is what you get. It’s an honest, transparent and straightforward approach. You’ll see our unique personalities in everything we do.
We listen to what’s important to you, understanding your financial and life goals. We earn your trust every day by applying our expertise and personalized approach to meet your individual needs. Let Great Oak Wealth Management help you strengthen your roots and nurture your dreams.
Frequently Asked Questions
What Is the Importance of Financial Planning?
Your financial plan sets you up for confidence, control, and long-term success by providing a clear roadmap for your money decisions and goals. With a financial plan, you can see the big picture of your finances, which integrates your income, savings, investments, debts, and tax situation, so you can make informed choices that align with your life priorities. This clarity helps you stay focused on what matters most, whether saving for retirement, buying a home, or funding your child’s education.
What Is Wealth Management Planning?
Wealth management planning is a comprehensive, ongoing process that goes beyond basic financial planning by integrating investment management, tax strategies, estate planning, and risk management into a cohesive plan. While financial planning focuses on helping clients of any income level set and achieve specific goals like budgeting, saving, and retirement, wealth management is designed for individuals or families with more complex financial needs, aiming to grow wealth and preserve and efficiently transfer it across generations.
Both financial planning and wealth management often overlap. We begin by assessing your financial situation and goals and creating a personalized plan. For clients with straightforward needs, the focus remains on financial planning, but as complexity grows, we shift to a holistic wealth management approach, coordinating investments, taxes, estate, and legacy planning and providing ongoing oversight to ensure all aspects of the client’s financial life work together seamlessly.
Who Needs a Wealth Management Plan?
At Great Oak Wealth Management, we recognize that wealth management isn’t just for the ultra-wealthy—it’s for anyone facing financial complexity who wants clarity instead of confusion. High-income earners like doctors, executives, and business owners benefit tremendously from our services as their growing income and assets bring tax complications, equity compensation decisions, and retirement planning challenges that require specialized expertise. We help translate these complexities into intentional, confident financial decisions that build lasting wealth aligned with your goals.
The right time to seek wealth management isn’t determined solely by net worth but by the complexity of your financial life and your desire for a cohesive strategy. Whether you’re managing employee stock options, planning business succession, or want to optimize your growing assets, we help coordinate all aspects of your financial picture, from tax strategies to investment guidance to estate planning. Our process begins with understanding your unique situation, develops into a customized financial plan, and continues with ongoing monitoring to ensure you stay on track toward achieving financial freedom with communication, flexibility, and transparency every step of the way.
How Does a Financial Planner Help With Wealth Management?
We offer a different kind of approach from a different kind of company. We believe that to do things well, you must do them with passion and conviction. That’s why we take a comprehensive 360-degree approach to your situation, using our unique process to encompass every aspect of your finances and protect what you have.
We are a close-knit and dedicated team who have harnessed our individual strengths to put you at ease and reduce your financial stress. We approach everything we do with the utmost integrity but we also like to have fun and keep things real. We laugh together, support each other, and keep the atmosphere here at Great Oak warm and welcoming for everyone we work with.
Are you asking yourself
Should I do Roth ConversionS?
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Explore Wealth Planning Resources on the Blog
Get Started With Wealth Planning for High Income Earners
We’d love to help guide you through the often overwhelming world of personal finance.
We’re on hand and ready to chat all things wealth management planning, online or in person, so please get in touch, and we’ll get on track for a financially secure future.