Oakfield Wealth Management Group is a registered investment adviser (RIA) that operates as a fiduciary, committed to placing clients' interests first. The firm offers personalized financial strategies for high-net-worth individuals, families, and business owners. Their core services encompass investment management, retirement planning, estate planning, and tax strategies, focusing on creating a cohesive and long-term financial plan for each client. The firm prides itself on its independence, which allows it to provide objective advice without the conflicts of interest associated with proprietary products.

Founded in

United States