Oak Maple Finance, LLC

Oak Maple Finance provides wealth management, discretionary investment management, and both project‑based and ongoing financial planning to individual and high‑net‑worth clients. The fee‑only firm manages roughly $79 million in client assets through a two‑advisor team serving about 53 client relationships.

The firm’s investment process emphasizes asset allocation informed by modern portfolio theory alongside fundamental analysis, and it uses a mix of passive and active funds while offering socially responsible (ESG) options on request. Advisors develop individualized investment policies, typically manage accounts on a discretionary basis, and monitor client plans and portfolios on a regular schedule.

Notably, Oak Maple explicitly offers educational seminars and speaking engagements to organizations and the public as part of its service mix—sessions that are educational only and do not provide individualized advice to attendees. The brochure also discloses that the firm’s advisors hold CFP® credentials and that a principal maintains a de minimis outside business interest as an ambassador for a financial‑planning software company.