nav-left cat-right

Welcome to Bill Oakes EA, CFP®

***12/1/2017 Thanks to everyone for their business and referrals, I am no longer accepting new clients.***

If you are looking for independent, objective financial planning and advice – without account minimums or conflicts of interest – you have come to the right place. As you will see from visiting our site, we are a different type of financial services firm. We think you will find our philosophies and vision to be both refreshing and compelling.

Our site is designed to:

  • Provide timely information on the markets, investments and financial planning
  • Enhance communication with existing clients
  • Provide introductory information to potentially new clients
  • Build relationships with strategically allied business partners
  • Serve as a financial knowledge resource for both our local and global communities

Thanks again for visiting us online. Enjoy your visit!