The Oakdale Group claims to be a leading independent financial planning and wealth management firm established in 2008. The company states its mission is to offer unbiased, expert financial advice and tailored investment solutions to help clients achieve their financial goals. It purports to offer services in wealth management, corporate advisory, and asset management, focusing on a client-centric approach. However, multiple financial regulators have issued public warnings indicating the firm is not authorized to provide these services in their jurisdictions.

Founded in

United States