Description: Oak & Stone is the simple solution for financial advisors to enjoy their lives while confidently growing their businesses.
Oak & Stone is a membership community of elite financial advisors , implementing proven solutions to help grow their practices while also freeing up the time to live the life they want.
We help advisors grow their business by building confidence, trust and peace of mind with our unique approach of keeping them in the driver’s seat.
Our advisor specific services encompasses everything you need to manage your practice, including marketing, sales and practice management tools.