Our most treasured asset is our clients’ trust

Our practice has one goal

 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.

Proud to work with a nationally recognized teammate

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!

The Big Oak Advisory Team was also named a Forbes Best-In-State Wealth Management Team in 2024.

Gain valuable insights with RBC WealthPlan

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.

Global Insight Monthly

Global Insight Cover Image - Feb 2024The death of (traditional value)

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Take the next step

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.

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