Save time, increase productivity and simplify your life.

Oak & Stone Capital Advisors is your practice management partner. 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.

Innovative Sales Strategies

We take the guesswork out of sales – providing you with the data, opportunities and strategies to grow your business.

Like-Minded Networking

Through process sharing, advisor training, practice management, and evolving education, Oak & Stone creates the perfect growth environment.

Modernize Your Marketing

Bring on a full-service, in-house marketing team that specializes in finance. We have the experience to know what works and the future focus to grow.

“Professionals join Oak & Stone not only for the investment platforms, but also the comradery. We aim to continuously create an environment that promotes inner growth and growing abundance for each of our advisors and their clients.”


The Oak & Stone Impact


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


More time with family, friends, and life events