Company Management

Oak Wealth Partners, Inc.

Financial Services Leonardtown, Maryland, United States 4 employees

Employees: 4
Contacts: 2
Emails: 2
Phones: 1

oakwealthpartners.com LinkedIn

Oak Wealth Partners, Inc. Overview

Headquarters: Leonardtown, Maryland, United States
Website: oakwealthpartners.com
Industry: Financial Services
Employees: 4
Founded: 2018
Funding: ,
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

Financial Services Financial Planning Financial Advisory Investment Management Wealth Management Wealth Advisory Retirement Planning Employer Sponsored Retirement Plans Savings Plan Management Portfolio Management Asset Management Asset Allocation

About Oak Wealth Partners, Inc.

Oak Wealth Partners, Inc. takes the guesswork out of managing your investments. Our mission is to take a holistic approach to managing our client's investments. We have the expertise to manage your employer sponsored retirement plans as well as your traditional investments. Our goal is to help you retire in a financially stable position - let us be your peace of mind! Learn more at https://oakwealthpartners.com/

Oak Wealth Partners, Inc. Contact Details

People in AeroLeads: 4
With contact data: 2
Email contacts: 2; 50.0% coverage
Phone contacts: 1; 25.0% coverage

Oak Wealth Partners, Inc. Org Chart

Sample employees and titles

Name	Title	Location	Contact
Kimberly Cain	Director of Operations at Oak Wealth Partners, Inc.	Chesapeake Beach, Maryland, United States	Email Phone
Owen Ward Cfp®	Certified Financial Planner®		View
Michael Scarborough	President & CEO of Oak Wealth Partners, Inc.		View
Matthew Scarborough	Partner at Oak Wealth Partners, Inc.	Washington Dc-baltimore Area, United States	Email