Our Philosophy


Financial planning is often viewed as a painful, gut wrenching process.  Many people would rather visit the dentist than a financial planner because they believe they'll inevitably be told to "just spend less and save more."

At Three Oaks Capital we strive to make financial planning a fun and enjoyable experience you look forward to.  We integrate innovative technology with a proprietary financial planning process to ensure a valuable, seamless experience.

How We Work With Clients


We are a location independent firm and leverage technology to work virtually with clients across the country.


We meet when and how it's convenient for our clients.  While we love seeing them in person, we commonly use Skype and Google Hangouts video conferences so our clients never need to leave their living room.


We empower our clients with 24/7 access to our online planning tools.


We base our services around helping our clients live the life they want.  Your money should work for you, not the other way around.


We seek to build strong, long term relationships with our clients.  Everything we do at Three Oaks is base on trust, transparency, and integrity.