Why Choose OakPath?

  • Building your Retirement Nest Egg
  • Serving Everyday People
  • Independent and Unbiased (no ties to any financial services companies)
  • Technology to Save You Time and Money
  • Low Cost Funds with No Hidden Fees or Commissions

Featured Resources

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Building Your Nest Egg

We can help you build a nest egg for you and your loved ones. If you save only $5 a day, you would have $1825 in a year. If you put this under a pillow, you would have over $54,000 in 30 years. If you invested this money … Read More

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Investment Advice

We help you build a low cost diversified investment portfolio based on your personal objectives. The funds we use have no hidden fees or commissions. Your portfolio will cost a fraction of what you would pay for … Read More

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Our fees are simple and affordable. We believe in flat monthly fees that are simple to understand. We receive no other commissions or hidden fees. We offer three pricing options to our clients starting at $19.95 a month. … Read More

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Schedule a Consult

We would welcome the opportunity to talk with you about your needs, concerns and goals. Schedule a complimentary consultation with an OakPath Financial Advisor … Read More

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Insurance Solutions

Our sister company, OakPath Insurance Services, can help you save more by reducing the cost of your current health, life, auto and property insurance products. … Read More

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Financial Planning

We build your financial plan to help you achieve all your financial goals. We work with you to establish and monitor your savings and spending targets. … Read More