Great Oak Capital Partners, LLC

Great Oak serves individuals, high‑net‑worth individuals, trusts, estates and retirement plans, providing wealth management, discretionary and non‑discretionary portfolio management, financial planning, and retirement‑plan advisory services. The firm operates as a small team of five advisors and manages roughly $478 million across about 591 client relationships.

The firm follows an evidence‑based investment approach that emphasizes low costs, broad diversification, periodic rebalancing, factor integration and avoidance of market timing, typically implementing allocations with no‑load institutional mutual funds and ETFs (including Dimensional Fund Advisors, iShares and Vanguard). Portfolios are constructed to each client’s stated objectives and risk tolerance, with ongoing monitoring and the ability to make shorter‑term trades when client goals or circumstances warrant.

Uncommonly for a team of this size, Great Oak is affiliated with an accounting and tax services entity (Great Oak Tax Planning, Inc.), and members of the team provide or refer clients to in‑house tax preparation and accounting services, creating an integrated advisory and tax planning capability. The firm also offers ERISA fiduciary retirement plan services (including IPS design, investment oversight, benchmarking and participant education) and acts as a sub‑adviser for model‑based outside accounts, which may be particularly relevant to plan sponsors and clients seeking combined investment‑and‑tax coordination.