OakRidge Wealth Management

OakRidge Wealth Management Our mission is to provide clear, disciplined financial guidance that helps clients build, protect, and enjoy their wealth with confidence.

Our core offerings are Investment Management, Financial Planning, and Wealth Management. I assist individuals, families, and businesses in cultivating confidence, accumulating wealth, and preparing for the future. My experience lies in developing tailored financial strategies that align with each client’s objectives, encompassing the safeguarding of their loved ones, the accumulation of retirement savings, and the optimization of long-term returns. I adopt a consultative and relationship-driven approach focused on educating clients, simplifying complex financial topics, and creating lasting value. I’m always seeking new opportunities to connect, collaborate, and contribute to meaningful financial outcomes.

08/08/2026

Welcome to OakRidge Wealth Management!

This isn’t just a new name. It represents the strength and vision of our services, and the type of firm we want to lead for years to come.

While our business name has changed, our commitment to you stays just as strong. You’ll continue to receive the personalized advice, dedicated service, and long-term planning you’ve come to expect from us.

Thank you for being part of this journey. We’re just getting started!

08/07/2026

Over the past several months, my business partner, Terry, and I have been working on something that has been years in the making - and we’re finally ready to share it with you.

While our business name is changing, our commitment to you remains the same. You’ll continue to receive the personalized advice, dedicated service, and long-term planning you’ve come to expect from us.

This next step allows us to build a firm that more fully reflects our values, our vision, and our commitment to serving you and your family for generations to come.

We’re excited to share this new chapter with you! Can you guess our new name?

My wife and I are celebrating 250 years of freedom in the most American way…but don’t fact check it! Have a fun and safe...
07/04/2026

My wife and I are celebrating 250 years of freedom in the most American way…but don’t fact check it! Have a fun and safe Independence Day! 🦅🇺🇸

This Memorial Day, we take a moment to express our deepest gratitude to those who have laid down their lives for our fre...
05/25/2026

This Memorial Day, we take a moment to express our deepest gratitude to those who have laid down their lives for our freedom and way of life.

The Easter Bunny doesn’t put all his eggs in one basket and neither should your financial plan 🐰🥚📊If your investments ar...
04/05/2026

The Easter Bunny doesn’t put all his eggs in one basket and neither should your financial plan 🐰🥚📊
If your investments aren’t diversified or your plan isn’t clear, let’s fix that together!

📣 Business Shoutout📣Jason with My Office Help does great work! He helped me with our new signs at our office. The whole ...
04/02/2026

📣 Business Shoutout📣

Jason with My Office Help does great work! He helped me with our new signs at our office. The whole process was easy from start to finish. The design looked sharp, the quality was solid, and he was great to work with. If you need help with branding, print, or business automation, I’d definitely recommend him.

Connect with him at MyFriendJason.net

You changed jobs, but did your 401(k) come with you?That old account is still your money, but it has limited options and...
03/26/2026

You changed jobs, but did your 401(k) come with you?

That old account is still your money, but it has limited options and may not be aligned with your current goals.

You usually have options like rolling it into an IRA and building a strategy that actually fits your future.

The difference between leaving it alone and making a smart move could be the difference between hoping you can retire and knowing you can.

Message me on Facebook messenger or call me so we can take a look at a strategy for you!

Choosing the right financial advisor can make a major difference in your financial future.Our approach is built on three...
03/09/2026

Choosing the right financial advisor can make a major difference in your financial future.

Our approach is built on three principles:

• A Fiduciary Mindset - Advice designed around your best interests
• Personalized Strategies - Financial plans tailored to your goals and timeline
• Disciplined Investment Management - Structured strategies focused on long-term results, not short-term market noise

Whether you’re preparing for retirement or already retired, having a clear plan can help bring confidence to your financial decisions.

If you’d like to discuss your current strategy and goals, or are exploring a relationship with a financial advisor, we’d be happy to connect!

Are You Making These 5 Retirement Mistakes?Many people nearing retirement are unknowingly making a few costly mistakes w...
03/08/2026

Are You Making These 5 Retirement Mistakes?

Many people nearing retirement are unknowingly making a few costly mistakes with their investments.

After reviewing hundreds of portfolios, I often see the same issues:

• Risk misalignment
• No clear income strategy
• Hidden tax inefficiencies
• Overconcentration in a few investments
• High management fees

To help investors evaluate their strategy, I offer complimentary consultations. A second look at your portfolio will ensure you’re on track and not making the same mistakes others make.

Message or call me to schedule your consultation!

Address

201 W Main Street Suite C
Marion, IL
62959

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+16182283530

Website

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