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3468 Liberty Road S, Salem, OR 97302

503-364-0950
info@greatoakfin.com
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Your Local Financial Planning Team in the Greater Willamette Valley
Financial Guidance That Starts With Your Life

Taking care of what's important so you can focus on what matters most to you.

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Who We Are

Local

Great Oak Financial Group is an independent financial services firm located in the Willamette Valley, serving the needs of individual investors and businesses in Salem, Portland, Vancouver, McMinnville, Albany, Corvallis and surrounding areas. The main office is located in Salem.

Professional

Great Oak's investment professionals are involved in providing confidential, personalized financial services with a specialty in retirement planning. Our primary interest is in providing financial strategies and programs that will help our clients achieve their specific goals. We focus on identifying the needs and goals of our clients, providing creative strategies, and educating them in the world of investments and tax-advantaged programs.

A Team

While each of the associates of the firm develops and manages his/her own clientele, a strong collaborative relationship exists within Great Oak Financial Group. The associates meet regularly to exchange ideas and provide updates from their area of experience and responsibility. The office support staff manages the day-by-day operations at the main office in Salem.

We manage assets for individuals and families, providing investment management, and financial planning services

Our Solutions
Planning for When Life Gets Financially Complicated

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Portfolio Management

We'll help you build a portfolio that matches your goals and comfort level — and we'll keep an eye on it so you're not stressing over every headline.

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Retirement Planning

Your version of retirement is yours. Let's figure out what that looks like and build a realistic strategy to help you get there.

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Risk Management

Stuff happens. We'll help you spot the areas where your plan might be vulnerable and build in some flexibility for life's surprises.

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Estate Strategy

It's not the most fun topic, but it's an important one. We'll work with you and your legal team to make sure your wishes are clearly mapped out. box-empty

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Life Insurance

Life insurance doesn't have to be complicated. We'll help you figure out what type and how much makes sense for where you are right now.

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HNW Client Guidance

More wealth usually means more moving parts. We help high-net-worth clients cut through the complexity and focus on what really matters. box-empty

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Extended Care Strategies

Long-term care is easy to push to the back burner. We'll help you explore your options now so it doesn't catch you off guard later. box-empty

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Small Business Guidance

If you own a business, your personal and business finances are intertwined. We'll help you get both on the same page. box-empty

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Social Security Strategies

When you claim Social Security and how you do it can make a real difference. We'll walk you through the scenarios so you can decide what's right for you. box-empty

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Cash Flow Analysis

Before we plan for the future, let's understand the present. We'll help you get a clear picture of where your money is going — and where it could be going. box-empty

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Charitable Giving

Want to give back to a cause you care about? We'll help you do it in a way that's smart for your finances too.

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Education Strategies

Saving for education is a big priority for a lot of families. We'll help you explore your options without throwing your other goals off track.

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Special Needs Trust

If you're planning for a loved one with special needs, we'll help you navigate the details with the care and attention your family deserves. box-empty

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Debt Management

Debt doesn't define your future. We'll help you build a plan to manage it while still making progress on the things that matter. box-empty

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Financial Education

We want you to understand your money, not just hand it over. We'll keep you informed and involved every step of the way. box-empty

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About Our Firm
Your Neighbors,
Your Financial Planning Team

We live and work in this community, and that's not a coincidence — it's a choice. We built our practice here because we want to help the people we see at the grocery store, at local events, and around town. We take a down-to-earth approach to financial planning, and we believe the best advice comes from a team that actually knows your world. If you're looking for people who'll be straight with you, take the time to listen, and build a plan around your life — not a sales quota — we'd love to talk.

Our Process
Here's What It's Like to Work Together

No complicated onboarding or long sales pitches. Just a simple, three-step process that starts with a real conversation.

Step 1
Let's Sit Down and Talk

We'll have an honest conversation about your financial life — where you are, where you want to be, and what's on your mind.

Step 2
Step 2: Let's Build a Plan That Fits

Our team will put together a strategy based on your actual life and goals — not a template pulled off a shelf.

Step 3
Step 3: Let's Stay in Touch

Life changes, and your plan should too. We'll check in regularly and make adjustments to keep things on track.

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Our Resources
Recent Highlights

We share articles and insights to help you think about money and life in new ways. Take a look at what's been on our minds lately.

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Inflation and Your Portfolio

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.
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Once Upon a Goal

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.
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Ready? Let’s Talk
If You Have Any Questions,
Feel Free to Contact Us

Whether you have a specific question or just want to see what working together could look like, we're happy to chat. No strings attached.

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