On Friday, June 30, Oak Partners celebrated 30 years of providing clients with financial planning and wealth management based on building strong relationships, a focus on investor education, and a true understanding of customized planning and timely decision-making.
Oak Partners kicked off the 4th of July weekend by welcoming over 500 clients, advisors, employees and family members to Bulldog Park with some delicious American BBQ, excellent entertainment, and the company of friends. All gathered to say cheers to 30 years and the next 30 years to come.
“Today is a celebration of everything we’ve accomplished. Tonight, speaks volumes of what our team does and who we are,” Director of Client Experiences Crystal DeHaven said. “The growth that we've had at our firm has been extraordinary. Many of the clients here tonight are friends and family, which is very special. They have referred the closest people in their lives which is the greatest compliment. We are excited to share this special evening with them.”
With hard work, dedication to service, and always putting the client and their needs first, Oak Partners was able to ring in 30 years with style. Bulldog Park was filled with smiling faces of people who genuinely love what they do and are happy they are able to forge a clear path for their clients.
“Every part of what we do is strictly about our client,” DeHaven said. “Our clients have been saving their entire life for their retirement. Every step we take is a step in the direction of protecting that and ensuring that our team is advising them for those special things that happen. It’s an honor that Oak Partners is their choice.”
“Helping people get from saving to retirement and then ensuring that their money goes when they’re gone is the most fulfilling part of what I do on a daily basis,” Wealth Advisor, Mike Barancyk said.
As the sun set, the air was filled with good vibes and great music. Not only was this a celebration of the past 30 years, but it was a celebration of what the future holds for the firm and its clients.
To learn more about Oak Partners, what they provide, and how they can help, visit: https://www.oakpartners.com/.
Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.