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...

With experience in personal banking and wealth management at two of the nation’s largest banks, Oak Partners Wealth Advisor Michael J. Vera has been committed to helping people plan for the future for decades. As Mike’s career evolved, however,...

With the 2024 General Election just a few weeks away and the economy playing a central role in the news, Oak Partners is working around the clock to keep its clients up-to-date, educated, and in the best position possible to understand the market and...

On the evening of Friday, September 20, Oak Partners hosted its 13th annual Oaktoberfest celebration at Bulldog Park in downtown Crown Point. Oak Partners has established itself as a reliable source of financial advising in the Region for over thirty...