FEE-ONLY FINANCIAL PLANNING TAILORED TO FIT YOUR LIFE
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WELCOME TO Great Oak Wealth Management

Based in Pottstown, PA, we’re an independent and fee-only financial planning firm. Our refreshingly straightforward client-focused approach is honed on years of experience, and a genuine desire to help our clients align their personal finances with their goals of a financially secure future. We’ve carefully crafted a clear and structured process that provides us with a comprehensive understanding of your individual situation and objectives, enabling us to effectively support and guide you towards reaching your full financial potential.

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Listening. It all begins with listening.

We listen to what’s important to you, understanding your financial and life goals. We earn your trust every day by applying our expertise and personalized approach to meet your individual needs.

You get security, stability, and clarity.

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FEE-ONLY

We are fee-only advisors, which means we are independent and objective. If you want a financial advisor who focuses on your priorities, acts in your best interests, and is not limited to specific financial products, then consider working with us.

EXPERIENCED

We’ve lived it. We’ve seen it. Everyone here has experience in the corporate world, and we think that’s important. You can feel reassured that we understand your challenges, and can successfully help you navigate through the ever-changing business world.

QUALIFIED

You get realistic expectations. Here at Great Oak Wealth Management you will work with a Certified Financial Planner™ professional. A CFP® practitioner represents the highest quality of competency, dedication, and ethics, who puts you and your best interests first.

HOW WE HELP

We offer a different kind of approach from a different kind of company. We believe that to do things well, you must do them with passion and conviction. That’s why we take a comprehensive 360-degree approach to your situation, using our uniquely tailored process to encompass every aspect of your finances and protect what you have.

We are a small, close-knit and dedicated team who have harnessed our individual strengths to put you at ease and reduce your financial stress. We approach everything we do with the utmost integrity but we also like to have fun and keep things real. We laugh together, support each other, and keep the atmosphere here at Great Oak warm and welcoming for everyone we work with.

WE’RE HERE FOR YOU

You do not have to have a fortune to begin building one.

There are no requirements as to your income or net worth.

Let us help you unlock your full financial potential.