Oak Point Financial Group
Our Registered Investment Partners
We choose to affiliate with Oak Point Financial Group because as our investment advisor, they are an independent wealth management consulting firm
The key founding principle? To be completely independent from any proprietary relationships which allows our advisors to provide truly unbiased, conflict-free advice and investment recommendations. This true independence allows each client to feel confident that recommendations are made without any of the inherent bias present in so many financial institutions.
Recognizing the importance of independence and the value that significant back office support can provide to financial services firms, the financial professionals of Oakpoint Financial Group have affiliated with LPL Financial as their Broker/Dealer. This relationship with LPL Financial allows Oakpoint Financial Group to continue to operate as an independent firm, yet utilize the resources of a very large institution.
As independent Investment Adviser Representatives and Wealth Advisor, Oak Point is backed by the LPL Financial Research team that enables our advisors to address a broad range of investor needs effectively and efficiently. LPL is one of the leading financial services companies and the largest individual broker/dealer in the nation.**
LPL Financial offers no proprietary products, so LPL financial advisors can provide truly unbiased, conflict-free advice and investment recommendations. We thoroughly analyze products, and research and aim to select investments that are appropriate to our client’s needs. We have access to choose from a broad range of among the top financial product carriers in the world. With no sales quotas, sales managers, or proprietary products to push, we have a completely free hand to do only what is right for you and your family. With Oak Point Financial Group, you’ll get the best of both worlds—strong support from among the top national powerhouses paired with a personal, local, and customized approach.
**As reported in Financial Planning Magazine, 1996-2016, based on total revenues.