Overview

Oak Point has a great team of 4 advisors and 5 staff people. We are designed to serve mass affluent clients ($250K to $2M AUM) with financial planning and investment management. We have completed 5 acquisitions over the pas 12 years and have a well-refined transition system that maintains 97%+ of client assets. We are happy to allow a third party to perform the valuation and believe that culture and values are the most important factors when considering selling you practice. John Knowlton, Founding Partner


Last Activity
6 months or more
Listing Updated
Dec. 21, 2023

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