On the afternoon of Wednesday, June 11, Oak Partners hosted its annual Sunset Social event at Journeyman Distillery in Valparaiso. Over 400 Oak Partners clients and advisors gathered in Journeyman Distillery’s East Room to enjoy this Oak Partners...

Having graduated from Purdue University in West Lafayette in May of 1993, worked at Oak Partners since December of the same year, and written the “Your Mind on Money” column since 2002, Oak Partners Team Leader and Partner Marc Ruiz is no...

On Thursday, May 8, Oak Partners, Inc. staff members joined members of the St. John-Dyer Chamber of Commerce at Oak Partners’ new St. John location to hold an official ribbon-cutting ceremony. The establishment of the St. John branch, which opened...

There’s nothing that can capture the feelings of exhilaration, heartbreak and tension quite like March Madness. Between 20-point comebacks, double-digit seeds advancing, or game-winning buzzer-beaters, this tournament is one of the peak moments for...

As an organization that specializes in wealth and retirement planning, Oak Partners is in it for the long haul when it comes to building relationships with clients. This means getting to know clients on a personal level, and Oak Partners finds joy in...

Clients and members of the Oak Partners family gathered together for a holiday brunch celebration at Innsbrook Country Club on Friday, December 6.  Jack DeHaven, wealth advisor for Oak Partners, believes an event like this is one of the best...