Founded in 2003, Red Oak Wealth Management, LLC. is an independent, fee-only Registered Investment Advisor (RIA) firm based in Charlotte, North Carolina. The company operates under a strict fiduciary standard, meaning they are legally obligated to act in their clients' best interests. Their services are designed for high-net-worth individuals, families, and institutions, focusing on comprehensive financial planning, investment management, retirement planning, and estate planning to help clients achieve their long-term financial goals.

Founded in

United States