Oak Capital Private Wealth

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Oak Capital Private Wealth Independent Financial Advisor in Baton Rouge
Owner: Clay Elliott, CFP®, AAMS®, CRPC® Member FINRA/SIPC.

No matter what life stage you’re in, Oak Capital Financial Advisors is here to help the Port Allen and Baton Rouge, LA, communities. We specialize in serving Exxon, Dow, Shintech, and Entergy plant workers, among other professionals in related industries, who are approaching retirement. We also work with small business owners and their families across Louisiana. We walk alongside you through the ups and downs of your financial journey—and you become cherished friends in the process

To learn more, please contact us at (225)416-7373 or visit https://oakcapitalfa.com/.

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Securities offered through LPL Financial. Advisory services offered
through NewEdge Advisors LLC, a registered investment adviser. Market commentary or
content is for informational purposes only. Please contact your financial adviser for advice about
your specific situation. Past performance is not indicative of future results and investing involves
risk and possible loss of principal capital. Advisory services are only offered to clients where
NewEdge Advisors, LLC, doing business as Oak Capital Private Wealth, and its representatives are properly
licensed or exempt from licensure and no advice may be rendered by NewEdge Advisors, LLC
and Oak Capital Private Wealth unless a client service agreement is in place. Third party content does not
reflect the views of NewEdge Advisors, LLC or LPL Financial and have not been reviewed by
either entity for accuracy or completeness. NewEdge Advisors, LLC and Oak Capital Private Wealth are
separate entities from LPL Financial. SIPC: https://www.sipc.org/
FINRA: https://www.finra.org/ #/
IAPD: https://adviserinfo.sec.gov/

Our Tigers look to rebound again. This time at home for an 11am kick.Drop your predictions below.
10/14/2026

Our Tigers look to rebound again. This time at home for an 11am kick.

Drop your predictions below.

There’s a lot we can do for clients once they retire. We can manage Roth conversions, keep them in a lower tax bracket, ...
10/13/2026

There’s a lot we can do for clients once they retire.

We can manage Roth conversions, keep them in a lower tax bracket, keep health insurance premiums down before Medicare, and keep Medicare premiums down after.

But most of that only works if the groundwork was laid before retirement.

Your options in retirement depend on where your money sits and what’s already been set in motion.

Once the paychecks stop, you can only work with what you walked out the door with.

If the work wasn’t done ahead of time, some of these opportunities become very difficult.

Some are gone entirely.

You don’t figure this out after you retire.

It’s work you do years before you retire, while you still have time to shape the outcome.

Tigers hit the road this weekend! Drop your prediction below 👇
10/09/2026

Tigers hit the road this weekend! Drop your prediction below 👇

Still thinking about last week at the NewEdge Advisors AdvisorFirst conference.As an independent firm, our direction com...
10/07/2026

Still thinking about last week at the NewEdge Advisors AdvisorFirst conference.

As an independent firm, our direction comes from the bottom up, from the people we serve.

For us, that's families who've worked hard, saved well, and want real planning around taxes, income, and the big decisions that come with retirement.

We take the time to understand their benefits, their goals, and what matters most to them, because good planning starts with knowing the people behind the numbers.

NewEdge helps us bring more to the table for those families. Grateful for the partnership, and for a great couple of days with this group.

Another very successful Mercy Masters! ⛳️ Always a joy seeing families and businesses come together to raise funds for a...
10/06/2026

Another very successful Mercy Masters! ⛳️

Always a joy seeing families and businesses come together to raise funds for a good cause.

Thanks to all who organized and participated!

10/05/2026

We look forward to seeing everyone today at the Our Lady of Mercy School Mercy Masters!

Check us out at the Putt for Dough Contest for your chance to with $10,000!

Amazing couple of days around such successful advisors and people!We are thankful for the NewEdge Advisors community.
09/30/2026

Amazing couple of days around such successful advisors and people!

We are thankful for the NewEdge Advisors community.

09/29/2026

Plant workers, if retirement is a year or two out and you've been waking up at 2 AM running the numbers, this one's for you.

60 seconds. 👇

09/22/2026

Two men retire from the same plant the same year. Same age, similar balance.

One of them sleeps fine.

The difference is almost never the money.

It's whether anyone ever showed them the whole thing on paper.....the income, the taxes, the healthcare years before 65, what the spouse is left holding.

Most of the people I sit down with can tell me their balance to the dollar. Very few can tell me what a Tuesday in retirement looks like.

That's the part worth getting right before the last shift.

Tigers look to rebound Saturday night in Death Valley!Here’s what we think 👇 Post your prediction.
09/21/2026

Tigers look to rebound Saturday night in Death Valley!

Here’s what we think 👇

Post your prediction.

Address

8702 Jefferson Highway Suite B
Baton Rouge, LA
70809

Opening Hours

Monday 8:30am - 4pm
Tuesday 8:30am - 4pm
Wednesday 8:30am - 4pm
Thursday 8:30am - 4pm
Friday 8:30am - 3pm

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