Our Independent Firm Structure means we are 100% committed to servicing our clients, not shareholders. With over 25 years of combined experience, we founded Oak Square Advisors with the belief that there is only one acceptable standard of accountability for Financial Advisors: FIDUCIARY. We chose to put our clients interest above everything else and
Lamika Stevenson —
Do not recommend!! Do not move here!!! I moved in April/2021 they have a terrible mold issue the buildings are not secured
Our logo - a stone bridge - is a visual reminder of what we stand for, symbolizing our passion for building solid pathways to our clients' financial dreams. We are committed to demystifying the financial complexities that accompany significant transitions in life. Working together, we will develop a plan that fits your life and gives you financial freedom
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