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!
The Big Oak Advisory Team was also named a Forbes Best-In-State Wealth Management Team in 2024.
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.
Following strong equity gains and significant fixed income volatility, investors should prepare for a more complex and dynamic environment in 2025. Read the Global Insight 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.
January 9, 2024
Municipal market insight
October 30, 2024
Trend & cycle: The long view
September 11, 2024
Global insight monthly
October 20, 2017
Roth conversion - is it the right choice for you
