Oak Partners, Inc.

Oak Partners, Inc. Founded in 1993, Oak Partners has been dedicated to the creation and preservation of wealth. Oak Partners, Inc. The relationship makes the difference.

wealth and retirement planning has been the Regions Partner in Retirement for over 25 years. Oak's team includes 18 LPL registered Financial Advisors and an incredible support staff of 20. Oak supports the team approach and believes in keeping their clients educated and informed. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. fin

ra.org sipc.org

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

🌟 Intern Spotlight: Logan Urbaniak 🌟We're proud to spotlight our intern and recent Crown Point High School graduate, Log...
06/03/2026

🌟 Intern Spotlight: Logan Urbaniak 🌟

We're proud to spotlight our intern and recent Crown Point High School graduate, Logan Urbaniak!

This fall, Logan will be attending DePauw University, where he plans to study Business or Kinesiology while continuing his athletic career as a member of the football team.

Outside of academics and athletics, Logan enjoys spending his free time playing pickleball.

When reflecting on his internship experience, Logan shared that it was an overall great experience and that he gained valuable knowledge about the world of finance.

We're proud of Logan's hard work and dedication, and we wish him the best as he begins this exciting new chapter at DePauw. Congratulations, Logan! 🎉

06/02/2026
The beans brewed for your morning coffee may have changed hands many times.
06/01/2026

The beans brewed for your morning coffee may have changed hands many times.

Few contemplate the complex journey that brought their coffee from farm to kitchen table.

We are incredibly honored to be voted the #1 Financial Advisor of the Region by The Times of Northwest Indiana! Thank y...
05/29/2026

We are incredibly honored to be voted the #1 Financial Advisor of the Region by The Times of Northwest Indiana!

Thank you to our amazing clients, families, friends, and community for your trust, support, and confidence in Oak Partners. This recognition means so much to our entire team!

Thank you for allowing us to be your partner in retirement. 🏆

Rebalancing = restoring a portfolio to its original risk profile. Are you feeling a little off balance?
05/29/2026

Rebalancing = restoring a portfolio to its original risk profile. Are you feeling a little off balance?

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

Could you find acres of diamonds in your own backyard? Watch this video.
05/27/2026

Could you find acres of diamonds in your own backyard? Watch this video.

In life it often happens that the answers to our most pressing questions are right in our own backyards.

05/26/2026

Before they were managing portfolios... they managed snack time, nap schedules, and questionable fashion choices. 👶🍼➡️📈📉

Protecting you or your company from a civil claim may require an insurance coverage you have never heard of.
05/25/2026

Protecting you or your company from a civil claim may require an insurance coverage you have never heard of.

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

Address

55 W. 94th Place
Crown Point, IN
46307

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+12197951000

Website

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