Great Oak Wealth Management is an independent, fee-only Registered Investment Advisor (RIA) firm based in Fort Wayne, Indiana. The company operates as a fiduciary, meaning it is legally obligated to act in its clients' best interests. Its core mission is to provide objective, personalized financial planning and investment management services, focusing on helping clients achieve their long-term financial goals, such as retirement, estate planning, and wealth preservation. The firm emphasizes building long-term relationships and providing a high level of client service.

Founded in

United States