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 Midyear Outlook

Global Insight Monthly cover - May 2025

Curves ahead

Major markets and economies will continue to navigate around Washington and Fed policies. On the road ahead, there are at least two new factors to consider. Read the Global Insight Monthly »

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.

Bulletin Board

Disclosures

The 2023 Forbes "Best-In-State Wealth Advisors" award was announced April 2023. Data as of 6/30/2022. The award was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance. For more information: www.SHOOKresearch.com.

The 2024 Forbes Best-in-State Wealth Management Teams award was announced January 2024. Data as of 3/31/23. The award was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and team, and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results.  Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance.

Thomas Brandt is currently registered to conduct business with residents of the following states: AR, AZ, CA, CO, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NJ, NY, OH, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY. California Insurance License # 0D67400.

Thomas Brandt, NMLS # 1564925, Andrew Brandt, NMLS # 1920478, and Craig Shaver, NMLS # 2337503 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

Andrew Brandt is currently registered to conduct business with residents of the following states: AR, AZ, CA, CO, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NJ, NY, OH, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY. California Insurance License # 4109206.

Craig Shaver is currently registered to conduct business with residents of the following states: AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NJ, NY, OH, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY. California Insurance License # 4139673.

Read additional advisor disclosures.