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About us

Wealth & Retirement Planning
Welcome to Oak Partners, Inc. where we strive to be your most trusted advisor through our professional knowledge, our integrity and our total commitment to service.

At Oak Partners, we provide comprehensive investment consulting services with the goal of increasing our clients' wealth and protecting their financial future through professional guidance and a personalized investment strategy. We believe that investing in today's markets requires discipline, knowledge, and professional experience, and our clients trust us to deliver prudent advice and help maximize their returns.

This site is for informational purposes only and is not intended to be a solicitation or offering of any security and:

We are registered to offer securities in the following states: AR, AZ, CA, CO, CT, FL, GA, IA, IL, IN, KS, KY, MI, MN, MO, NC, NE, NM, NV, OH, OK, PA, SC, TN, TX, VA, WA, WI

Representatives of a Registered Broker-Dealer ("BD") or Registered Investment Advisor ("IA") may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, that state; or (b) are excluded or exempted from that state's registration requirements.

Representatives of a BD or IA are deemed to conduct business in a state to the extent that they would provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.

Securities and Advisory Services Offered through LPL Financial, Member FINRA, SIPC.

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Oak Partners Hosts 10th Annual March Madness Event for Clients
As March Madness highlights and live scores flashed from wall-mounted big-screens at Rosati's Pizza in Crown Point, nearly one hundred members of the Oak Partne...
Oak Partners Celebrates A Fun-Filled Evening for Clients with 2nd Annu...
As the first glimpse of spring began to show itself in Northwest Indiana, Oak Partners held their seond annual ice skating event to celebrate their clients and...
Marc Ruiz of Oak Partners, Mind on Money: Approaching the End of an Er...
As the world's largest debtor, without doubt the biggest beneficiary of the low interest rate environment of the past 10 or so years has been the U.S. federal...