Founded in 2012, Oak Family Advisors, LLC is a Registered Investment Advisor (RIA) based in Charlotte, North Carolina. The firm specializes in providing tailored wealth management solutions, including investment management, financial planning, and legacy planning, for a select group of affluent families. Their mission is to serve as a trusted financial partner, offering objective advice and personalized strategies to help clients achieve their long-term financial goals and preserve wealth across generations.

Founded in

United States