Financial planning for a better tomorrow.

Investing in your future, today.

Live in the now. We'll keep an eye on what's ahead.

Meaningful wealth. Confidence in the future.

Why not give your wealth a second look?

About Us

Our Services

Calculators

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Contact Us

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Videos

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Investing in your future, today.

Welcome to Oak & Shepherd Wealth Management, a boutique financial services firm offering personalized portfolio construction, fee based asset management, and financial planning.

Imagine a partner with the tools, connections, and ability to guide you into your financial future with confidence. To simplify your life. To ease your concerns.

Now imagine that you've found that partner in Oak & Shepherd.

We put your best interest first in everything we do.

How We Help:

Financial planning isn't just about investments. It's about creating a strategy that supports the life you want to live.

We provide personalized investment management, retirement planning, and comprehensive financial guidance designed around your goals, values, and priorities. Our goal is simple: to help you feel prepared for whatever comes next.

Newsletters

Location, Location, Location: The Premium Parents Pay for Top Schools

Homes in neighborhoods with access to top schools tend to cost significantly more than a typical home in the surrounding area.

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Small Business: Coping with the End of De Minimis Imports

Small businesses must now pay duties on low-value goods they could previously source inexpensively from China and elsewhere.

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Closed-End Funds May Offer Higher Income

Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

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Strategies for Taking RMDs

This article provides an overview of rules, options, and strategies for taking required minimum distributions (RMDs).

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Calculators

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

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