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Welcome to Oakstone Financial Management, LLC.

Using the internet is a far cry from the individual, long term relationships we typically develop with each of our clients. In forming a relationship with Oakstone you can expect that we will

Listen to your needs, wants, and dreams;
Understand your vision of your future;
Help you make important and timely decisions;
Remain with you, providing advice in easy, as well as difficult times;
Provide advice that helps you navigate our ever changing world.

We take a comprehensive approach, eliminating guesswork, and highlighting the big  picture. We help coordinate activities among the various financial professionals, insuring nothing is missed or overlooked.  In this way you can invest with confidence, prepare for retirement, educate your children, or give to others, without risking your other goals and objectives.

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Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Years of experience have prepared us to guide you through your life transitions.

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Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Understanding Today's Financial Environment

We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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Your Financial Future

Today's economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends. 

Whether you're facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing financial questions. 

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"Remember, what does 'retirement' mean? It doesn't mean that you're a couch potato. Leisure is not the same things as rest. If you're bicycling five miles a day, that's leisure, but it certainly takes a lot of effort."


Robert Fogel

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