Why The BlackOak Group?
From its inception, The BlackOak Group’s mission has been to help our clients navigate through the constantly changing, complex financial world. Our advisors strive to provide you with resources and education paired with the highest level of personal service, while meticulously focusing on the details of your financial plan.
The BlackOak Group difference is in our team.
The BlackOak Group is comprised of a group of top financial advisors that work for Equitable Advisors. Under the direction of our founders, Michael Peters and Austin Kelly, we have developed and trained a highly sophisticated and knowledgeable group of advisors to help you with all of your financial planning needs.
The BlackOak Group has 11 CERTIFIED FINANCIAL PLANNER™ professionals on our team — and counting.
The CFP® is the industry’s gold standard of excellence for competent and ethical financial planning.
The BlackOak Group and Equitable Advisors Claimed the #12 and #4 spots respectively on Buffalo Business First’s 2016 List of Top Financial Planning Firms in Western New York.
The BlackOak Group currently advises on more than $1.6 billion in assets placed under management and is a top-performing group under Equitable Advisors which manages $7.01 billion in assets as of September 2019.
We can act as co-fiduciaries.
Several of the advisors with The BlackOak Group are ready to serve as a co-fiduciary to your employer sponsored retirement plan. We act in the best interests of our clients limiting your fiscal responsibility and liability from DOL audits and subsequent fines.
We believe education is an essential ingredient to financial planning.
At The BlackOak Group, we are dedicated to educating our clients and keeping them abreast of the ever-changing financial world. To accomplish this, we believe in continued education for our financial team of advisors, so that they may offer you the best advice and support to help you achieve your short- and long-term goals.
You will hear from us — consistently.
One gripe that we hear about financial advisors is that they don’t reach out enough. Clients are left feeling like they aren’t a priority. At The BlackOak Group, we believe in consistently evaluating our client’s portfolios to make sure they are getting the most value from our service. We also believe in reaching out regularly to make sure you are getting the service and attention you deserve.
Experience the BlackOak difference for yourself.
For a complimentary evaluation of your personal or company financial plan, please give our team a call today.
