Our practice is built on the values of stewardship, patience and above all else – integrity. We are driven by always acting in your best interest and building a long-term relationship with you and your family.
At Big Oak Advisory Team, we are very proud that Financial Advisor Thomas Brandt was named a Forbes Best-In-State advisor in 2023. It’s an honor to have a teammate nationally recognized as one of the best in the industry—because it means we are serving our clients well. Congratulations, Thomas!
Having a solid plan in place is key to achieving your goals. That’s why we're pleased to offer our clients RBC WealthPlan, a new interactive tool that will help us take an in-depth look at your objectives, any potential challenges, and how your choices may affect your long-term results. Learn how we can prepare for the future you want with RBC WealthPlan and contact us today to get started.
As equity investors face continuing challenges, an elevated bond yield environment has changed the equation.
Read the Global Insight 2024 Outlook »
Learn more about Big Oak Advisory Team
Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about our approach, we would love to hear from you. To set up a consultation, contact us today.
April 20, 2023
Municipal market insight
September 1, 2023
Trend & cycle: The long view
October 3, 2023
Global insight monthly
October 20, 2017
Roth conversion - is it the right choice for you