Founded in 2004, Blue Oak Capital Management is an independent, fee-only Registered Investment Adviser (RIA) based in Menlo Park, California. The firm specializes in creating and implementing integrated financial strategies for executives, entrepreneurs, and families, particularly those with concentrated stock positions or complex compensation structures. Their services encompass investment management, financial planning, tax strategy, and estate planning, with a mission to provide objective, sophisticated, and personalized financial counsel to help clients achieve their long-term goals.

Founded in

United States