Founded in 1978, Oak Ridge Financial is an employee-owned investment firm that provides a comprehensive range of financial services. The company operates through two primary divisions: Investment Banking, which serves emerging growth and middle-market companies with services like M&A advisory and capital raising, and Private Wealth Management, which offers customized financial planning and investment management for high-net-worth individuals and families. Their mission is to be a trusted partner by providing insightful and tailored financial solutions to their clients.

Founded in

United States