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Retirement is Complicated. We make it Simple.

Through investment management and proactive tax planning, we help organize the financial decisions that come with retirement.

Schedule a Retirement Tax Review

Our Mission
Pursuing Your
Goals Together

Our mission is to guide each client’s financial journey to retirement and beyond.

Our Services
Financial Planning. Investments.
Retirement.

We offer a wide variety of services all geared to help you with your financial goals.

Looking to Retire or Maximize Your Retirement?

Looking to Retire or Maximize Your Retirement?

It's never too soon or too late to start planning for your retirement and beyond. Let us help guide your journey.

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Need Financial and Investment Guidance?

Need Financial and Investment Guidance?

Our wealth advisors are professional in guiding your financial planning and investments to work toward your goals.

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Ready to Work with a Team that Cares?

Ready to Work with a Team that Cares?

We are here to be your valued advisor. Our values include hard work, integrity, uncompromising quality, and personal service.

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Our Services

How We Help
We're Here for You.

We are passionate about our role as your financial fiduciary and advisor who will help guide your financial, retirement, and wealth management goals. 

Retirement & Financial Planning Solutions

Your retirement goals become our goals. And we have the expertise to help guide the journey to reach them.

Investment, Estate & Legacy Planning

We help you look at the big picture - for you, for your family, and for your legacy. 

Solutions Through Life Transitions

We're here for you - to celebrate the good times and walk by your side through the challenging ones.

Ready For
Retirement?

It's never too soon or too late to build your plan for retirement. Our advisors are experts in all the aspects of financial planning and strategies to guide your journey.

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Testimonials
Hear What
Our Clients Have to Say

"When my aging parents needed help managing their finances and planning for the next stage of retirement, I knew I needed expert guidance. So happy I chose Tim Russell and the Valley Oak team! Their friendly and helpful team made it all seem easy."

  Kristin S. 

"I’ve been an investor for many years, and when I found Tim Russell at Valley Oak, I immediately appreciated that he’s local and proactive. Tim calls me every quarter to review my portfolio. I trust him to handle my finances so I can focus on other aspects of my life."

  Cari P. K. 

"My wife Carol and I love working with Valley Oak. We trust them completely. It gives us peace of mind knowing we’re in good hands. I have so much confidence in Tim and his team that I’d recommend them to anyone looking for solid financial guidance."

  Bruce F.

"We’ve been with Tim for 12+ years now, and it was one of the best decisions we made. We appreciate the personal touch, the family-oriented approach, and the ways they keep us informed. We feel fortunate to have them managing our financial future."

  Gwen M.

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Resources
A Team Dedicated
To Your Success

From retiring early to funding a college education to fueling your passion for philanthropy, our client-focused resources can help. Check out this quick quiz.

Contact Us
Let's Talk

If you are ready to start a conversation about your financial, investment, or retirement planning, let's talk. You can call, text, or email us anytime.

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