Adam K. Sipes graduated from Purdue University with a BS degree in Selling and Sales Management and a minor in Organizational Leadership and Supervision. He decided immediately after graduation to follow his passion for helping others and finance by...

After graduating Purdue in May and a summer of working an internship and two side gigs my oldest daughter accepted a full time job a few weeks ago. Last week she got her first real paycheck. Her text to me “OMG, I’ve never seen a check this big...

Financial markets have been reeling as a result of the British decision by referendum to leave the European Union. This event, coined the "Brexit," is now impacting portfolios and planning around the world, so I’d like to peel the onion a bit and...

Oak Partners Inc. hosted a Client Open House on Thursday to show off their new Valparaiso office. Oak Partners expanded onto the main floor of the new building at 200 E. Lincolnway in Valparaiso to have more of a presence and to cater to Porter...

Cutting the ribbon on their new Valparaiso branch made a special day of August 16th for Oak Partners Inc. On top of being proud of the accomplishment, Oak Partners Inc. was able to celebrate the 4th location bringing the business home. More than half...

Financial markets have been reeling as a result of the British decision by referendum to leave the European Union. This event, coined the "Brexit," is now impacting portfolios and planning around the world, so I’d like to peel the onion a bit and...

“We have over fifty clients joining us today,” said Crystal DeHaven, Oak Partners’ Director of Client Experience. “This is our 8th Annual Garden Walk. Basically, it’s just about inviting our clients to come and hang out with us and do...

To leave a legacy is to leave part of yourself, and when an entrepreneur takes an idea and crafts it into an enterprise which ultimately becomes a lasting institution, that is something truly special. Fred Ruiz has created such a legacy at Oak...

Oak Partners held another successful day of barbecue, beer, and basketball. Hosting about 160 clients at True BBQ and Whiskey Bar, Oak Partners offered their clients an enjoyable way to spend time with each other, as well as staff, while enjoying...

Oak Partners Inc. likes to give its clients more than just financial advice. They forge relationships from trust, mutual respect, and social gatherings. On February 11th they hosted a Champagne and Chocolate tasting in honor of Valentine’s Day....