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RED OAK Financial Group

Headquartered in TOWSON, MD

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Firm Information

RED OAK Financial Group is an investment advisor headquartered in TOWSON, MD. The firm has 7 investment advisor representatives and manages approximately $721 million in client assets. RED OAK Financial Group provides financial planning, pension consulting, and portfolio management services to individuals, corporations, high-net-worth individuals, and pension and profit-sharing plans.

RED OAK Financial Group

403 ALLEGHENY AVENUE

TOWSON, MD 21204

$721.02M

Assets Under Management

Not reported

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

RED OAK FINANCIAL GROUP has a total of 1 branch locations across the country.
location

TOWSON, MD

Advisors at RED OAK Financial Group

View All 6 Advisors
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Jason Anthony Koval

RA

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David Wroth Feeley

CFP®, RA

TOWSON, MD

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Christopher Patrick Compton

CFP®, CFC®, RA

TOWSON, MD

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Gregory Albert Pyne

RA

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Robert Lester Compton

RA

TOWSON, MD

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Robert Lloyd Dimarino

RA

TOWSON, MD

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Disclosures

There are no public disclosures for RED OAK Financial Group.

Frequently Asked Questions (7)

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