Helping Those Who Help Others

We understand the personal investment you made to reach your goals. Let us help you plan for your future.

Objective advice for Physician Specialists.

At OakCrest Capital, we are dedicated to advising physicians, dentists, optometrists, and other medical professionals. Just as medicine promotes specialization, in the profession of financial planning, we are specialists advising medical professionals. As your financial professionals, we will do everything in our power to keep you focused on where you want to be, how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams. We utilize our extensive knowledge to build a customized portfolio that reflects your cash flow needs, investment time frame, and tax situation to provide the informed advice that medical professionals require. We have been honored to be recognized as guest speakers at seminars held by the American Medical Association, as well as Medical, Dental, and Optometry schools to educate medical professionals on financial decisions following graduation.

We offer exclusive services to Medical Professionals to help you build and grow your wealth.

Investment Management Services

Tax Minimization Strategies

Disability Insurance

Retirement Income Projections

Estate Planning

Student Loan Repayment Strategies


Premier financial planning team with a Certified Financial Planner to assist you with:

  • Comprehensive Financial Planning
  • Investment Management Services
  • Retirement Income Planning
  • Tax Review and Minimization Strategies
  • Student Loan Repayment Strategies
  • Estate Planning
  • Disability and Insurance Review
  • Group Benefits Review
  • College Planning


Ongoing financial planning and support with your OakCrest Team with exclusive content and educational services.

  • Team who relates to your struggles and celebrates your successes
  • Customized financial solutions
  • Ongoing reviews with your Advisor team
  • 24/7 Portfolio monitoring through our platform
  • Monthly/Quarterly statements
  • Account rebalancing
  • Ongoing financial adjustments to your plan
  • Quarterly Webinars


17W220 22nd St, Suite 300
Oakbrook Terrace, IL 60181
(312) 525-8793

Arlington Heights
3255 N. Arlington Heights Rd, Suite 501
Arlington Heights, IL 60004
(847) 670-0879

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OakCrest Capital