Our Investment in You
When you choose to work with Oakton Financial Management, you invest more than just your money - You invest your trust in us and our goal is to reward that trust with an array of dividends.Learn More
Independent Investment Choices
We have no proprietary interests. Since we do not gain from any products you by or sell, we are able to offer extensive investment choices from LPL Financials' vast repository . Equally important Oakton Investment Management can provide objective advice solely on your individual goals and needs.Learn More
Oakton Investment Management Teamwork Adds Strength
Our team of experts offers 50 years of combined financial experience focused on helping individuals with private wealth growth and management. We are also teamed with the largest independent financial brokerage in the country, which yields unique and powerful advantages.Learn More
Welcome to Awareness that "Knowledge Nurtures Growth"
Oak-like financial growth, increased wealth and security for your family, a robust retirement for you: these are the financial goals we work with clints to achieve with:
- A full range of investment vehicles offered through LPL Financial.
- In-depth experience and knowledge of our professional advisors.
- A financial philosophy guided by the awareness that knowledge nurtures growth.
Our years of experience and study have taught us that the more you know, the less you risk. The more you understand and grasp, the wiser and surer your investment choices. The more you understand the past, the more you can predict and be ready for the challenges and opportunities of the future. At Oakton Investment Management, we begin the growth process with our own knowledge and experience. We augment that with information and analytics given to us by LPL Financial to make sure we are planting assets in the right growth areas. Then we watch and nurture the investments. And, we don't necessarily let nature take its course. If we need to we intervene, which is why we constantly remain in an awareness and learning mode.
The Business Cycle
How will you weather the ups and downs of the business cycle?
Please Leave Home Without It
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Life insurance proceeds are generally tax-free. But not in all cases.
Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage
Being healthy not only makes you feel good, it may also help you financially.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate your monthly and annual income from various IRA types.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Do you know how to set up your financial goals for success? This knight does.
Learn how to harness the power of compound interest for your investments.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Here are five facts about Social Security that might surprise you.
Have you found yourself suddenly single? Here are 3 steps to take right now.