Are your “advisers” doing their best for you?

With The BlackOak Group’s retirement and financial services for individuals, families and businesses, we put the interests of our clients first. Learn more...

Will you be able to retire and maintain your standard of living?

The BlackOak Group provides a tailored approach to individual retirement. Learn more...

Will your family be okay if something happens to you?

We offer insurance solutions that can greatly reduce the risk of financial disruption from life’s unknowns. Learn more...

Are you saving enough for your children’s college education?

The cost of college has grown exponentially over the past 20 years – we can develop a plan to ease the burden of the impending financial obligation. Learn more...

Bootstrap Slider

Welcome to The BlackOak Group

The BlackOak Group combines years of experience in wealth and risk management, in order to serve the needs our client’s families as well as businesses and business owners.

Meet the Advisors

What Our Team Says

  • “I enjoy when I meet a family who views their financial goals as unachievable – only to find out that with strategies they haven’t seen before and proper implementation, their goals can be attainable.”

    James Fox, Consultant

  • “I truly understand the hard work and many hours my clients put in to earn their money. I take great pride and responsibility in helping them strive to make that money work hard for them.”

    Steven Glamuzina, Senior Consultant

  • “During my tenure with BlackOak, I’ve enjoyed forging relationships and friendships with clients and team members along the way – including sharing in their success and helping them through their tribulations.”

    Michael Kielbasa, Director of Planning