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.
Protecting Your Home Against Flood Loss
Protect yourself against the damage that your homeowners policy doesn’t cover.
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Healthy habits are one of the greatest gifts to give your child.
Purchasing homeowners insurance is critical for protecting your home.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
A letter of instruction provides additional and more personal information regarding your estate.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator helps estimate your federal estate tax liability.
This calculator can help determine whether it makes sense to refinance your mortgage.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Smart investors take the time to separate emotion from fact.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Investors seeking world investments can choose between global and international funds. What's the difference?
That big list of dreams and goals isn't the only way to look at your bucket list.
There’s an alarming difference between perception and reality for current and future retirees.