Oak Advisory is an independent financial advisory firm headquartered in Carmel, Indiana, founded by Brandon M. O'Daniel and Michael D. Faurbaugh. The company operates under a client-first fiduciary standard, focusing on providing personalized and comprehensive wealth management services. Their core offerings include retirement planning, investment management, tax strategies, and estate planning, all tailored to the individual goals and needs of their clients. Oak Advisory emphasizes a long-term partnership approach to help clients navigate their financial journey.

Founded in

Australia