Oak & Stone Capital Advisors

A Driven Community of Elite Financial Advisors

The simple solution for financial advisors to enjoy their lives while confidently growing their businesses.

How We Help Advisors

Who We Work With

We help advisors grow their business by building confidence, trust and peace of mind with our unique approach of keeping them in the driver’s seat.

Who We Serve

How We Help You Succeed

Our advisor specific services encompasses everything you need to manage your practice, including marketing, sales and practice management tools.

How We Help

CREATING YOUR IDEAL FIRM

Growing Your Practice While Enjoying Your Life

We eliminate the time-consuming tasks and enable you to focus on what matters – growing your business and helping your clients pursue their goals.

Ask About Membership

OUR SUITE OF SERVICES

Master Your Marketing, Sales & Practice Design

With our comprehensive technology and support, feel confident that all the services that supplement your business are seamlessly managed.

Learn About O&S Services
“Joining Oak & Stone is going to provide you with a turnkey operation, from the advisory practice, to best practices for your business, to just sharing ideas with like-minded people that all share the same goals.”

By THE NUMBERS

The Oak & Stone Impact

70%

Average advisor revenue growth; 2020 over 2021

50 Days

Average time for broker/dealer transition

48 Hours

Average Sales Kit Turnaround Time

500 +

Marketing touchpoints each year per firm

30 +

Annual webinars & team training events

24/7

More time with family, friends, and life events

Offering Game Changing Services

We are a full service membership community that offers top of the line marketing, sales, and administrative services to financial advisors.

Sales & Operations

We provide financial advisors with the most innovative sales strategies in the industry. Through a network of top advisors, we’ve created a one-stop sales solution.

Marketing

Stop searching for the missing link in your marketing strategy and partner with us. Custom, targeted marketing that’s off your plate and in good hands.

Practice Management

As a company grows, so do the challenges it faces with hiring, onboarding and training employees. Learn how we can help.

Portfolio Services

Our investment philosophy is that we help advisors guide their clients by making sound, collaborative and knowledge-based recommendations.