OakCrest wants to be your partner and help plan for the legacy of your practice.
We first start with talking with you on what your goals are for you, your clients and your practice. Whether your goal is to plan for an unexpected event or for your retirement, we develop and customize a plan for you. Our priority is to develop a succession relationship with advisors who share our values of trust, integrity, candor, and has a penchant for developing long-term, meaningful relationships with the people they serve
We typically offer the right price for your goals.
We offer flexibility to structure the deal to what’s important to you.
Our team has extensive experience in managing transitions for advisors and their clients.
We have an entire back office team dedicated to attend to all the details with time-saving technology and client retention support.
We have a high retention rate and a stellar client experience design