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About Oak Harbor Wealth Partners
Oak Harbor Wealth Partners is a client-centric wealth management firm dedicated to prioritizing their clients' needs over corporate interests. With a fiduciary approach, they cater to individuals, families, and businesses, encompassing all aspects of financial well-being.
What sets Oak Harbor apart is their unique blend of institutional money management and proactive financial planning strategies. Their team includes Certified Financial Planner™ certificants and Chartered Financial Analyst® charterholders, showcasing their commitment to expertise.
As independent investment advisers registered under the Investment Advisers Act of 1940, they uphold a fiduciary standard that prioritizes clients' best interests, unlike many institutions that offer wealth management services.
They stand out through their comprehensive approach to wealth management, combining skills in tax, estate planning, and investment management. This approach ensures they can address complex financial planning issues effectively.
Oak Harbor's commitment to transparency is reflected in their fee structure, with no commissions or hidden fees. They provide objective, customized recommendations tailored to clients' unique needs, free from product-driven solutions.
Above all, Oak Harbor values stewardship and accountability, consistently monitoring and managing clients' financial well-being. They are independently owned and dedicated solely to their clients' financial success, without allegiance to banks, brokerage firms, or insurance companies.
Pricing options
Regulatory filings
Areas of specialty
- Wealth Management
- Investment Management
- Institutional Consulting
- Retirement Plan Services
More about Oak Harbor Wealth Partners
| Designations | Minimum asset threshold |
| Registered Investment Advisor | N/A |
| Firm CRD Number | Number of advisors |
| 311528 | 4 |
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