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Oak Partners, Inc.
Oak Partners, Inc.

Oak Partners, Inc.

Oak Partners, Inc.

About

Welcome to Oak Partners, Inc. where we strive to be your most trusted advisor through our professional knowledge, our integrity and our total commitment to service.

At Oak Partners, we provide comprehensive investment consulting services with the goal of increasing our clients’ wealth and protecting their financial future through professional guidance and a personalized investment strategy. We believe that investing in today’s markets requires discipline, knowledge, and professional experience, and our clients trust us to deliver prudent advice and help maximize their returns.

This site is for informational purposes only and is not intended to be a solicitation or offering of any security and:

We are registered to offer securities in the following states: AR, AZ, CA, CO, CT, FL, GA, IA, IL, IN, KS, KY, MI, MN, MO, NC, NE, NM, NV, OH, OK, PA, SC, TN, TX, VA, WA, WI

Representatives of a Registered Broker-Dealer ("BD") or Registered Investment Advisor ("IA") may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, that state; or (b) are excluded or exempted from that state’s registration requirements.

Representatives of a BD or IA are deemed to conduct business in a state to the extent that they would provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.

Securities and advisory services offered through SII Investments, Inc., member FINRA, SIPC, and a Registered Investment Advisor. SII and Oak Partners are separate companies. SII does not provide tax advice.

SII Privacy Policy

Videos

  • Mind on Money: US dollar remains world’s dominant currency Welcome Video

    Welcome Video

    Securities and advisory services offered through SII Investments, Inc., member FINRA, SIPC and a Registered Investment Advisor. Oak Partners, Inc. and SII Investments are separate and unrelated companies. SII does not offer tax or legal advice. Content is for general purposes only and is not an offer to buy or sell any security.
  • Mind on Money: US dollar remains world’s dominant currency About Oak Partners, Inc.

    About Oak Partners, Inc.

    Securities and advisory services offered through SII Investments, Inc., member FINRA, SIPC and a Registered Investment Advisor. Oak Partners, Inc. and SII Investments are separate and unrelated companies. SII does not offer tax or legal advice. Content is for general purposes only and is not an offer to buy or sell any security.

Locations

Mind on Money: US dollar remains world’s dominant currency

By: Oak Partners, Inc. Last Updated: April 18, 2022
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Mind on Money: US dollar remains world’s dominant currency One of the best things about talking to people about money, markets and the economy every day is I get to stay on the leading edge of the worries and concerns permeating our collective experience as Americans. In the age of the internet, it’s not...

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Mind on Money: Fed should leave activism to the activists

By: Marc Ruiz Last Updated: March 29, 2022
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Mind on Money: Fed should leave activism to the activists We’ve had an interesting couple weeks in the world of finance and economics. Based on recent news and headlines, it’s clear to me at this point that finance itself is being used in radical new ways, some of them embraced and accepted, some of...

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Oak Partners’ March Madness event is a slam dunk for client relations

Alayna Wilkening
By: Alayna Wilkening Last Updated: March 21, 2022
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Oak Partners’ March Madness event is a slam dunk for client relations Oak Partners scored major points with their clients during the annual March Madness event held at Innsbrook Country Club on Thursday, March 17. The night was packed with easygoing conversations and true camaraderie among financial advisors and...

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Oak Partners March Madness 2022

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Oak Partners March Madness 2022 52 Photos
Oak Partners March Madness 2022Oak Partners March Madness 2022Oak Partners March Madness 2022Oak Partners March Madness 2022
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Mind on Money: War in Ukraine presents multiple levels of risk

By: Marc Ruiz Last Updated: March 16, 2022
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Mind on Money: War in Ukraine presents multiple levels of risk Cable news has become all Ukraine, all the time. I know the topic is onerous, but I am getting enough questions every day that I felt I should address the crisis in the column. It's important to remember, this is a finance and investing column. While...

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Mind on Money: Planning is a human process — not an app

By: Marc Ruiz Last Updated: March 7, 2022
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Mind on Money: Planning is a human process — not an app It’s always been fascinating to me to work in an industry which is so heavily advertised on TV. Maybe I’m biased by my own attention span, but it seems to me that during a typical three-hour televised football game the viewer is subjected to no...

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Mind on Money: Inflation’s threat to growth looms

By: Marc Ruiz Last Updated: February 28, 2022
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Mind on Money: Inflation’s threat to growth looms My freshman son at IU has to take trips home or to Indianapolis three times in the next month or so for family obligations, so after he came home last weekend, I suggested he get an IU parking pass and take “his” car back to school until at least...

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Mind on Money: National debt math is simple but scary

By: Marc Ruiz Last Updated: February 22, 2022
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Mind on Money: National debt math is simple but scary I encourage readers to visit the website usdebtclock.org. The site itself is beautiful, with multi-colored numbers all moving at once as compound interest affects the nation’s financial condition, and the bigger the monitor, the more...

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It’s Important to Communicate Generosity

By: Mark Ruiz Last Updated: February 15, 2022
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It’s Important to Communicate Generosity After nearly 29 years of helping families manage their money, I can definitively say that we Americans are for the most part just horrible about talking about money with our families.  Now, don't get me wrong. I know families that like talking...

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Oak Partners takes the ice at Annual Lace Up Your Skates ice skating party

Curtis Hankins
By: Curtis Hankins Last Updated: February 15, 2022
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Oak Partners takes the ice at Annual Lace Up Your Skates ice skating party Hundreds took the ice on Thursday evening as Oak Partners hosted their 5th Annual Lace Up Your Skates ice skating party. Featuring plentiful hot cocoa, sweets, and hours of ice-skating, the party gave Oak Partner’s clients, friends, and families a...

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Social Media Posts

  • Posted: 19 hours ago on Twitter

    Ben Franklin used compound interest to make big contributions to his two favorite cities. https://t.co/WDko7c1wwc

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  • Posted: Aug 12 on Twitter

    Consider preparing for 30 years in retirement. Are your assets ready? #IRAincome https://t.co/mhinmFOBVc

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  • Posted: Aug 10 on Twitter

    What does the average American budget look like? We’ve created a fun interactive piece that lets you see how your own budget compares. Read more now. https://t.co/JtUPUldzmn

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  • Posted: Aug 8 on Twitter

    Was it worth it? How long before your gas savings makes up for the cost of that new hybrid? https://t.co/3jJVJ1TP1M

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  • Posted: Aug 5 on Twitter

    Investors are optimistic on the heels of earnings season and the Fed meeting minutes. https://t.co/7El5ruQRp2

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  • Posted: Aug 5 on Twitter

    Your home mortgage interest may be deductible. Do you itemize your deductions? #MortgageDeduction https://t.co/9aFI1YNogI

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  • Posted: Aug 3 on Twitter

    Marginal tax bracket and holding period affect capital gains taxes. Learn more. https://t.co/fezIiukRgA

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  • Posted: Aug 1 on Twitter

    Low car lease payments look great, but do you really save money in the end? #LeaseACar https://t.co/t7BJr5UTof

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