Financial Planning Customized For Your Financial Goals

We provide the highest quality service and comprehensive wealth management solutions to help our clients achieve their financial goals.
WORK WITH US

We can help you take control of your financial future.

Plan

Work one on one with your personal financial advisor to develop a comprehensive financial plan. We then meet with you periodically to ensure you are on track.

Grow

As a completely independent fiduciary, we can craft your investment portfolio to fit your unique needs. Monitor your progress 24/7 from our mobile platform.

Protect

You worked hard to build your legacy. We can help you protect it by offering a full suite of insurance products and working with you to find the policy you need.

Is your investment portfolio right for you? Find your true Risk Number today!

Find your Risk Number

Stay connected by receiving unique economic insights once a month delivered to your inbox.

A NOTE FROM OAKCREST CAPITAL, LLC

7 tips for parents to mentally prepare their children, and themselves, for an upended school year.

by | August 14, 2020 | Featured Posts, Uncategorized | 0 Comments

Across the country, millions of students are returning to newly-designed classrooms with new rules, like social...
Read More

Solo 401(k) vs. SEP IRA

by | August 11, 2020 | Featured Posts, Uncategorized | 0 Comments

Self-employed people can still save for retirement – and benefit from valuable tax breaks – even if they don't have a...
Read More

Savory Garden Pancakes with Yogurt Herb Sauce

by | August 7, 2020 | Featured Posts, Uncategorized | 0 Comments

These savory flapjacks are packed with veggies, herbs and whole grains. They're also perfect for a special brunch or a...
Read More

Check the background of investment professionals on FINRA’s BrokerCheck.

Take the next step towards financial independence.

Let us know how we can help.

Contact Us

GET IN TOUCH:

820 West Jackson Boulevard, Suite 805, Chicago, IL 60607
312-525-8793
lori.boo@oakcrestllc.com