Oak & Stone is designed to help financial advisors better manage their businesses. Our platform encompasses everything you need to manage your practice, including marketing, sales and practice management tools.
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.
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.
As a company grows, so do the challenges it faces with hiring, onboarding and training employees. Learn how we can help.
Our investment philosophy is that we help advisors guide their clients by making sound, collaborative and knowledge-based recommendations.
SUSTAINED BUSINESS GROWTH
Business Growth on Cruise Control
You love to help people plan out their future, and improve the quality of their lives – let us help you do the same.