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Knowledge Nurtures Growth Our Mission. Your Financial Growth Our Team. Your Partners Our Distinction. Independence

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.

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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.

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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.

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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:

  1. A full range of investment vehicles offered through LPL Financial.
  2. In-depth experience and knowledge of our professional advisors.
  3. 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.

Helpful Content

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The Great Debate Continues: Active vs. Passive

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This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

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Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

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This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

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This calculator shows how inflation over the years has impacted purchasing power.

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Determine your potential long-term care needs and how long your current assets might last.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

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Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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Principles that can help create a portfolio designed to pursue investment goals.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

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