Oak Capital Management, LLC

Who We Are

Our firm is committed to establishing and nurturing long-term relationships with individuals, families, and businesses who need and value collaborative financial advice. We serve our clients by recognizing their unique needs that require individualized strategies to meet their financial goals. With a combined experience of over 150 years and a dedication to continued education, we offer an objective perspective on our clients’ finances. We help them make informed decisions so they can feel good about their wealth. Above all else, we are dedicated to high-value reliable service and excellence; creating comprehensive financial strategies – because it’s the right thing to do.

Purpose

Our team believes in the power to evolve, continually educate, and adapt to the ever-changing financial landscape. Our goal is to use the knowledge and experience to guide our clients through each station of life or business and to custom fit a financial plan that is right for them.

Principles

Everything we do is guided by our core values. At Oak Capital, we are a firm united by a shared vision to do the right thing, act with the utmost integrity, and a commitment to excellence in service. We are pledged to the highest standards and always put our clients first.

Relationships

Nothing means more to us than the long-lasting relationships we form with our clients. We view financial planning as a collaborative effort. Our team members sit on the same side of the table with their clients, making sure our goals align.

Letter from Our Managing Partner

Troy Barrentine, MSF, CFP^®

Welcome to Oak Capital Management, LLC, and thank you for taking the time to learn about us.

Oak Capital Management, LLC, was founded in 2010 after my colleagues and I decided it was time to break away from the corporate environment, so that we could better serve the financial needs of our clients.

Our team is dedicated to serving our clients through our commitment to continuous growth and professional development. Our team consists of 10 CERTIFIED FINANCIAL PLANNER™ professionals, and numerous individuals with graduate degrees in Business and Finance. With an average of eighteen years in the industry, we have the education and experience to create a course of action that helps meet our clients’ needs, today and into the future.

Most of our clients have been with us for many years, and for this reason I am very proud of our team. It is a testament to the fact that we go above and beyond the normal financial advisory role of investments and insurance. We try to be that financial “big brother” that most people would like to have in their corner. Finance, and financial products are complex, but we strive to be straightforward and direct with our advice, and to limit the financial jargon the industry as a whole likes to use.

We are transparent about our fees, and we strive to be on the same side of the table as our clients. We work exceptionally hard to give advice that is in the clients’ best interests.

We look forward to hearing from you, and please remember that we are never too busy to help someone that is important to you.

Oak Capital Management, LLC

Our Services

Integrated Financial Plans

Our Financial Advisors use a comprehensive evaluation of the client’s unique needs. Using the latest tools and technology, we customize a plan to address their needs and wants based on the client’s financial circumstances. Using a goals-based perspective, our Financial Advisors create personal and business funding strategies for their clients. In coordination with recommended investment approaches, we review your plan for tax sensitivity and asset protection needs. We are forward-looking and create plans that incorporate family needs, risk management, and a client’s lifetime gifting desires.

Investment Strategy and Wealth Management

Attention to detail is key to planning for financial success. Through proper asset allocation, frequent portfolio review, and cash flow analysis, our Financial Advisors provide clients with a strategy designed to work for them.

Lifestyle and Legacy Guidance

Nurturing the Financial Advisor-client relationship is a crucial aspect of what we do. By getting to know clients and the lifestyles they live, our Financial Advisors can address not only their needs, but their wants. The budget planning, debt management, and tax planning our Financial Advisors provide can put clients in a financial situation to afford the travel, gifting, and retirement they desire.

Products & Services