Blue Oaks Financial
Blue Oaks Financial is a Registered Investment Adviser located in Northern California. We were founded as a fee-only firm and always will be. If you’ve worked hard and saved throughout your career, we can help you retire and maintain your lifestyle through tailored money management, personalized client service, straightforward commentary and a fee structure aligned with your success. We don't sell products or earn any commissions. We are upfront and transparent because it is THE way to do it right.
Read our commitment to always act in your best interest: Fiduciary Oath
What we do:
We offer practical solutions to financial problems and questions based on vast experience helping thousands of people. We don’t advise anyone based on theory, trends, or fluff. Instead, we offer solutions that have worked for real people, designed to help you reach your financial goals. We do this through:
- One on one consulting
- Educational content
Our Mission:
Blue Oaks’ mission is to help educators align their money to their goals. Our clients have more control and a clearer understanding of their cash flow, allowing them to reduce financial stress and have more time and energy to devote to their priorities.
Ryan Burgess, AIF®
Ryan provides the bulk of the team’s technical expertise as well as runs the day-to-day operations. Most of his time is spent helping clients, researching areas of the market, and creating content. Ryan is also responsible for continually looking for ways to improve the services we provide to clients.
The rest of our team
We intentionally limit the size of our firm to ensure that every client receives the very highest level of personalized service and consistent strategy. Despite our small size, we maintain a network of professionals whose knowledge and experience rivals that of the largest firms. This includes:
