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About Us

our approach

A COMMITMENT THAT MATTERS

Your well-being doesn’t begin or end with your finances. It starts with – and is always about – you.

The BlackOak Group team of financial professionals knows the path to fulfillment begins with getting to know who you are, what matters to you, and howyou’ve made decisions so far.

Only then do we offer advice on the specific products appropriate for your plan – and your life.

THE COMMON APPROACH

THE PROFESSIONAL APPROACH

Planning for life isn't a one-time thing.

As your life evolves, so will your goals. We will be there with you, helping you shift your strategy, update your portfolio and leverage the right products to make wise choices for every new chapter of your life.

We are committed to helping you live the life you want, and our professionals are expected to meet rigorous standards, supported by our commitment to continuous learning.

Our financial professionals have been guiding clients with a strategically driven approach, rather than a product-specific approach, for on average over 17 years.

Our mission is to help people build fulfilling futures.

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(877) 238-4234

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A Process That Works

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For purposes of the information contained on this website, “advisor” is used as a general term to describe insurance/annuity and investment sales and advisory professionals who may hold varied licensing as insurance agents, registered representatives of broker-dealers, and investment advisory representatives (IAR) of registered investment advisors, respectively. “Advisor” in this context is not intended to necessarily refer to IAR-offered financial advisory/planning services.

Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor with the SEC. Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, and in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer. For more information about Equitable Advisors, LLC you may visit https://www.equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure.    The BlackOak Group is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

PPG-139724 (1/21) (Exp. 1/25)