WHO WE ARE

People-Focused Financial Planning

First Oak is an independent wealth management firm based in Raleigh, North Carolina, specializing in objective wealth management strategies. Simply put, we partner with clients to create in-depth plans designed to realize the financial future you envision. Successful wealth management goes beyond the numbers; people are at the heart of each plan.

As fiduciaries, we believe successful financial planning is best achieved with dynamic, scenario-tested investment strategies built for the knowns and unknowns ahead.