River Oak Financial helps business owners and individuals make informed decisions about retirement and financial planning. Its services include qualified retirement plans, 401(k) plan support, deferred compensation, investment management, and financial planning. For companies, the firm focuses on the operational, investment, and educational aspects of retirement plans, with attention to employee support and financial wellbeing. Its deferred compensation services are designed to help employers incentivize and retain key employees. For individuals, River Oak’s wealth managers and advisors help clients develop strategies around their financial goals and navigate complex investment decisions.

The firm’s approach grew from founder Ben’s conviction that retirement planning should include personalized guidance and specialized expertise, not just plan setup. Since 2017, River Oak Financial has pursued a mission of providing ongoing support, clear education, and attentive service to both employers and employees. The firm also offers values-aligned investing and serves companies and institutions as well as individual clients. River Oak Financial invites prospective clients to contact its team to discuss their needs.