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.
OUR TEAM OF PROFESSIONALS
Our team embrace the comprehensive combination of independence and support that Oak and Stone provides.
Seth J. Diener
Founding Advisor
Greg Whitten
Senior Financial Consultant
Blake Whitten
Financial Advisor
Derek R. DiManno
Financial Advisor
Benjamin Compton
Financial Advisor
David A. Ivey
Financial Advisor
Joseph A. Catanzaro
Financial Advisor
Aaron L. Landis
Financial Advisor
Patrick J. Kenney
Financial Consultant
Al Glessner
Financial Advisor
Richard Kline
Representative
Ryan Rickus
Financial Advisor
Lauren Fruchter
Operations
Alex Lerch
Marketing
Jamie Casper
Practice Management
Kim Keller
New Accounts
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 elite advisors focused on being amongst the top in our industry.
- You can implement a strategy to help potentially grow your business and increase existing client satisfaction.
- You’ll transfer your book of business within 60 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.
855.625.7866 | info@oakandstoneadvisors.com
For financial professionals only – not intended for the general public.