About Oak Crest

Oak Crest Advisory, LLC is a comprehensive financial planning & wealth management firm that assists individuals and small businesses with achieving their financial goals. We are in a unique position to meet all of your financial planning needs all under one roof. Our typical client engages with us to create a coordinated plan to address short and long-term financial planning needs, customized and proactive investment management, tax planning & tax preparation, estate planning & risk management reviews. In addition to our in-house expertise, we have a team of trusted advisors who we can use to implement any recommendations such as insurance needs or legal services.

Our Team

Rather than providing a focus on selling financial products, we have a FEE ONLY approach that focuses on delivering services to our clients. The end result is a highly individualized approach that aims towards goal prioritization & achievement, wealth accumulation, wealth preservation & wealth distribution.

How can we help?

Find out how we can help you reach your financial freedom.

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Our Services


Investment Planning

While many of us don’t realize it, we are constantly engaged in subconscious acts of investment planning. We plan how we can best invest the limited time we have at our disposal. Would the 2-hours we have best be spent visiting a friend at the hospital, or would it be better invested, say, by taking...

Financial Planning

Many individuals confuse financial planning with general savings and investing advice. While how to save (and how much!), and where and when to invest those savings, is every bit important, prudent Financial Planning goes much beyond the realm of just saving and investing. The sooner you understand...

Estate Planning

For some people, financial planning is mainly concerned with how best to go about building a nest egg, and how to make it last through retirement. But for many, there is a desire to ensure their estate delivers benefits beyond their own retirement, and produces a lasting legacy even after they have...