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.
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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
January 2, 2024
Trend & cycle: The long view
February 7, 2024
Global insight monthly
October 20, 2017
Roth conversion - is it the right choice for you