Oak Family Advisors is an independent, fee-only, registered investment advisory firm located in Chicago. With a team of highly experienced professionals, including Terry, Charlie, Bill, and Fran, who actively manage client relationships, and Kathy and Oli, who ensure smooth operations, Oak Family Advisors offers a range of services. These services include investment management, financial planning, estate planning, retirement planning, and education funding.

What sets Oak Family Advisors apart is their client-centered approach, where they prioritize what is best for each client's unique goals and situation. They recommend personalized portfolios and work closely with other advisors to manage wealth effectively. As a fiduciary, Oak Family Advisors is bound by the highest legal standard of care, ensuring that their advice and recommendations are always in the best interest of their clients.

Their comprehensive wealth planning process involves discovering clients' needs and goals, analyzing relevant information, advising and implementing a long-term plan, and continually monitoring and evolving the plan as circumstances change. Oak Family Advisors is dedicated to building open and transparent relationships with their clients, providing world-class service and guidance for long-term success