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 MoreIndependent 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 MoreOakton 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 MoreWelcome 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.
Helpful Content

Buying Auto Insurance For Teen Drivers
Tips on insuring your teen driver.

U.S. Personal Savings Rate
What can be learned from the savings rate?

Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to ask yourself four key questions.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Can Group, Private Disability Policies Work Together?
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Is a Variable Annuity Right for Me?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
View all articles 
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
Doubling Your Money
This calculator demonstrates the power of compound interest.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
View all calculators 
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
View all presentations 
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Retirement Redefined
Around the country, attitudes about retirement are shifting.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.