Clients and members of the Oak Partners family gathered together for a holiday brunch celebration at Innsbrook Country Club on Friday, December 6. Jack DeHaven, wealth advisor for Oak Partners, believes an event like this is one of the best...
Read MoreMichael J. Vera proud to work with daughter at Oak Partners, offers personal touch to finance
With experience in personal banking and wealth management at two of the nation’s largest banks, Oak Partners Wealth Advisor Michael J. Vera has been committed to helping people plan for the future for decades. As Mike’s career evolved, however,...
Read MoreOak Partners keeps clients informed at 2024 Economic Update event & dinner
With the 2024 General Election just a few weeks away and the economy playing a central role in the news, Oak Partners is working around the clock to keep its clients up-to-date, educated, and in the best position possible to understand the market and...
Read MoreOak Partners celebrates its clients and kicks off the Fall season with 14th annual Oaktoberfest celebration
On the evening of Friday, September 20, Oak Partners hosted its 13th annual Oaktoberfest celebration at Bulldog Park in downtown Crown Point. Oak Partners has established itself as a reliable source of financial advising in the Region for over thirty...
Read MoreOak Partners, Inc. partners, advisors, and clients celebrate community at 20th annual golf outing
On Thursday, September 5, Oak Partners, Inc. financial services firm held its annual golf outing at Innsbrook Country Club in Merrillville. This year’s outing marked the 20th anniversary of the event and saw 120 Oak Partners, staff members,...
Read MoreOak Partners welcomes four college students to 2024 summer internship program
This summer, Oak Partners welcomed four interns to its offices to learn more about the financial industry from experienced partners and wealth advisors. With so many interns starting at the same time, Oak Partners decided to refine its existing...
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