Oak Crest Advisors

10/14/2026

Is independence right for you?

If you've considered becoming an independent financial advisor, you may also be asking:

What would the transition look like?
Would I have the support I need?
Is independence really the right move for my practice?

We can help you understand your options and discuss what a transition and independent practice might look like for you.

Contact us to start your conversation about a future with Oak Crest Advisors.

09/28/2026

At the Oak Crest Advisors Conference in San Antonio, we recognized Jeff Coffman (not pictured), Dominion Wealth & Retirement, Cumbie Financial, and David Hutton (not pictured) on their five year anniversaries with Oak Crest Advisors! We're grateful to have you all on the team!

09/24/2026

Last week, we hosted the annual Oak Crest Advisors conference in San Antonio, Texas. We had a great week of presentations and networking opportunities.

Thank you to our sponsors for helping us make this event a huge success!

09/16/2026

🤝 Grow Alongside Like-Minded Advisors

Building your practice independently doesn't mean you have to work in isolation.

The right environment gives you the opportunity to connect with other advisors, exchange ideas, and learn from shared experiences.

When you collaborate with professionals who understand your goals, you gain:

✔️ Fresh perspectives and new ideas
✔️ Opportunities to share knowledge
✔️ A network of professionals you can turn to
✔️ A team-oriented environment that encourages growth

Because sometimes, the right conversation can open the door to a new opportunity.

Independence gives you the freedom to build your practice. A strong professional network helps you keep growing.

👉 Let's explore what we can accomplish together.

09/02/2026

Making the move to independence doesn't have to be overwhelming.

With an experienced team by your side, you can focus on building your practice and serving your clients.

If you're a financial advisor looking into your options, reach out to us to start your conversation about what your journey to independence could look like.

08/27/2026

Every advisor has a different vision for the practice they want to build.

Independence gives you the freedom to make that vision a reality.

✔️ Choose how you serve your clients
✔️ Build around your goals and values
✔️ Grow your business on your terms
✔️ Create something that's truly your own

And you don't have to build it alone.

With the right team and resources behind you, you can focus on building your practice your way.

👉 Let's discuss how we can support you.

08/21/2026

We have less than a month until the Oak Crest Advisors ASCEND conference!

Our annual conference reflects what we believe being part of Oak Crest should feel like: independent, connected, collaborative and supported.

We have a great line up of workshops and presentations, brought to us by: American Century Investments, American Funds, AMS, BGA, Blue Owl Capital, Calamos, Cohen & Steers, Fidelity, Franklin Templeton, Gabelli, Integrity, John Hancock, JP Morgan, KKR, Nationwide, New York Life, PGIM, Raymond James Investment Management, Thornburg, and Touchstone.

Reach out to us for more information. We can't wait to see you there!

08/13/2026

Are you looking to make the move to independence?

Let's have a conversation.

We help advisors navigate the transition process and provide ongoing support, so they can focus less on the back office aspects of running a practice and more on working with their clients and building their business.

08/05/2026

Are you considering launching an independent practice?

We help financial advisors transition to independence with the support they need to succeed.

From operational and compliance support to technology and ongoing guidance, our team is here to help simplify running your practice.

👉 Learn more:

raymondjames.com

07/29/2026

Taking the next step in your career shouldn't mean navigating it alone.

Going independent comes with exciting opportunities, but it also comes with important decisions.

That's where we come in.

Our team provides the support, resources, and guidance to help simplify the transition, so you can focus on what's most important:

✔️ Serving your clients
✔️ Growing your business
✔️ Building your vision with confidence

Independence doesn't have to be complicated.

With the right partner by your side, you can move forward with confidence and focus on building the practice you've always envisioned.

👉 Let's discuss your journey to independence.