A FIRM BUILT FOR MODERN FINANCIAL PROFESSIONALS

Unlock the full potential of your business through accessing forward-thinking wealth management strategies, cutting edge technology and back office administrative and support functions.

A FIRM BUILT FOR MODERN FINANCIAL PROFESSIONALS

Unlock the full potential of your business through accessing forward-thinking wealth management strategies, industry-best technology and back office administrative and support functions.

TURNING VISION INTO REALITY

OAK & STONE CAPITAL

Oak & Stone was formed to create a wealth management firm which promotes camaraderie amongst successful advisors, technology to enable client focus and efficiency, and access to premium products with a high payout.

Oak & Stone is a firm designed by advisors for advisors, with a sole focus on providing a suitable structure to enable us to exceed our business goals.

Our Advisors want independence but also value support to drive their business goals, enhance client experience and navigate the ever changing financial world.

Become an Advisor

OUR TEAM OF PROFESSIONALS

Our team embrace the comprehensive combination of independence and support that Oak and Stone provides.

Seth Diener

Seth J. Diener

Founding Advisor

Greg Whitten

Senior Financial Consultant

Blake Whitten

Financial Advisor
David Ivey Oak & Stone Advisors

David A. Ivey

Financial Advisor

Derek R. DiManno

Financial Advisor

Darlene R. Corbin

Financial Advisor

Joseph A. Catanzaro

Financial Advisor

Aaron L. Landis

Financial Advisor

Patrick J. Kenney

Financial Consultant

Elaine M. Kraft

Financial Consultant
al-glessner

Al Glessner

Financial Advisor
David-Maddock

David Maddock

Financial Advisor
Katherine-keck

Katherine Keck

Financial Advisor

Erick Shick

Financial Consultant
luke-turano

Luke Turano

Representative
Benjamin-W.-Compton-Oak-Stone-Advisors

Benjamin Compton

Financial Advisor
rick-kline-oak-and-stone-capital

Richard Kline

Representative

IMAGINE A WORLD WHERE…

  • You can open an account in 15 minutes without voided checks or statements needed.
  • You can maintain ownership of your business while still being part of a circle of advisors with Gross Dealer Concession over $3 million/year.
  • You can implement a strategy to help potentially grow your business and increase existing client satisfaction.
  • You’ll transfer your book of business within 30 days vs 6 months.

Now, imagine doing all of this with lower operating expenses and increased revenue through shared resources.

Professionals join Oak & Stone not only for the investment platforms, but also the comradery. We aim to continuously create an environment that promotes inner growth and growing abundance for each of our advisors and their clients.

Professionals join Oak & Stone not only for the investment platforms, but also the camaraderie. We aim to continuously create an environment that promotes inner growth and growing abundance for each of our advisors and their clients.

TAILORED BENEFITS FOR THE MODERN PROFESSIONAL

The Foundation

Providing a strong launching point to grow your practice.

The Transition

Offering a smooth and painless transition process.

The Future

Providing long-lasting benefits, support and assistance along your path of growth.

Contact us today to learn more about our comprehensive benefits.

 For financial professionals only – not intended for the general public.