Financial guidance that fits your life’s ambitions

At Oak Crest Advisors, we are dedicated to delivering personalized and comprehensive financial planning for all phases of your life – to manage and preserve your wealth, pursue your goals, guide you to and through retirement and leave a lasting legacy for your loved ones and favorite charities.

With our planning-driven philosophy, we focus on personalizing your financial plan based on everything we learn about you – and around all that is important in your life. It’s what we’ve done for decades and will continue to do for the families and individuals across America who we now count as valued clients.

Families & Individuals

Families & Individuals

01/06/2023
We address all the financial priorities in your life, from managing and preserving wealth to preparing for retirement.
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Retirees

Retirees

01/06/2023
We can help with preserving your assets and providing monthly income to fund your retirement.
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Business Owners

Business Owners

01/06/2023
We offer guidance to help you build, manage and eventually sell your business when you’re ready to retire.
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Women Investors

Women Investors

01/06/2023
We know the nuanced needs of women investors and will factor yours into a personalized plan.
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Corporate Executives

Corporate Executives

01/06/2023
We can incorporate your company retirement plan, stock options and executive compensation into a comprehensive plan.
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Corporations

Corporations

01/06/2023
We are here to serve as your trusted financial partner and streamline your managerial responsibilities.
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Corporate Retirement Plans

Corporate Retirement Plans

01/06/2023
We provide investment and operational guidance for plan sponsors and plan participants.
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experienced professionals dedicated to serving you

keeping clients informed about all things financial

an opportunity for advisors to join our network

We value the close relationships and personal connections we build with our clients.
Matt Gunter, CFP®, AAMS®; Branch Manager/Financial Advisor Co-Founder, Oak Crest Advisors
YOUR FUTURE IS OUR FOCUS

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Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

© 2023 Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Oak Crest Advisors, Gunter Financial Services, McLinden Financial, Melanie J Financial, Kinnett Borough Financial Groupy, Pendle Hill Advisors, LLC, Maestro Financial Partners, Cumbie Financial, Hutton and Kline Wealth Management, Dominion Wealth and Retirement, Fryer Wealth Planning, Sage Investment Advise, Bridgewater Wealth Management, Spirit of Texas Wealth Management, and Holtzman Wealth Strategies are not a registered broker/dealers and are independent of Raymond James Financial Services, Inc. Legal Disclosures | Privacy Policy | Terms of Use