Broker Check

Letter from Our Managing Partner

TROY BARRENTINE, MSF, CFP<sup>&#174;</sup>

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.

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