At Oak Harbor Wealth Partners, we work solely for the needs of our clients, not the bottom line of a bank or insurance company. We take a fiduciary approach to wealth management, assisting individuals, families and businesses in all aspects of their financial well-being. Putting our clients first in all we do is our core mission.
By combining an institutional approach to money management with a proactive attitude to financial planning strategies, we give our clients the best of both worlds. Our depth of knowledge and expertise includes numerous Certified Financial Planner™ certificants and Chartered Financial Analyst® charterholders.
We charge a percentage fee on assets under management or a flat fee for planning services and feel this is the best way to mitigate many of the conflicts of interest that exist when seeking financial advice.
Oak Harbor Wealth Partners, LLC is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about Oak Harbor including our investment strategies, fees and objectives can be found in our ADV Part 2, which is available upon request.
Company Details
Oak Harbor Wealth Partners Questions
Oak Harbor Wealth Partners's website is http://www.oakharborwealthpartners.com
Oak Harbor Wealth Partners's LinkedIn profile is https://www.linkedin.com/company/oak-harbor-wealth-partners
Oak Harbor Wealth Partners has
8 employees.
View email and phone details for 8
employees at Oak Harbor Wealth Partners.
Oak Harbor Wealth Partners's industry is
Financial Services
Oak Harbor Wealth Partners's top competitors are
Everyday Oil,
Standard Title, Llc,
Nc State Student Government,
Captrust,
Hesmer Wealth Management Of Raymond James,
Collegiate Capital Management, Inc.,
Founders Financial Alliance, Llc,
Steward Wealth Management,
Financial Symmetry Inc.,
Crossroads Fellowship.
Oak Harbor Wealth Partners's categories are Financial Services
Oak Harbor Wealth Partners's founding year is 2020
