Red Oak Financial Group

Red Oak Financial Group At Red Oak Financial, we specialize in retirement planning and portfolio management. Securities offered through LPL Financial, Member FINRA/SIPC.

Since 1978, Red Oak Financial Group has worked diligently to earn a reputation of creating the most effective financial strategy for each client, while providing the highest level of customer attention. Whether working with a business or an individual, our wealth management team has the experience to help you pursue your financial needs. We encourage you to explore our site and to contact us with

any questions or comments. Investment advisory services offered through Red Oak Financial Group, a registered investment advisor and separate entity from LPL Financial. 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.

To the fathers who teach, guide, protect, and inspire. Thank you for building foundations that last far beyond a lifetim...
06/21/2026

To the fathers who teach, guide, protect, and inspire. Thank you for building foundations that last far beyond a lifetime. Happy Father’s Day.

This Memorial Day, Red Oak Financial Group proudly remembers our heroes and extends gratitude to all who have served. 🇺🇸
05/25/2026

This Memorial Day, Red Oak Financial Group proudly remembers our heroes and extends gratitude to all who have served. 🇺🇸

JPMD Landscaping and the team at Red Oak have commenced the seasonal transformation, implementing flowers and landscapin...
05/22/2026

JPMD Landscaping and the team at Red Oak have commenced the seasonal transformation, implementing flowers and landscaping for spring and summer.

Advisor Dave Feeley spent yesterday combining his love of golf with a great charity. 100 Holes for the First after of Ba...
05/21/2026

Advisor Dave Feeley spent yesterday combining his love of golf with a great charity. 100 Holes for the First after of Baltimore, a local non-profit organization focused on providing opportunities to youth through the game of golf. Just another example of our team members here at Red Oak giving back.

Baltimore Country Club is hosting a golf marathon to raise funds for First Tee-Greater Baltimore, a local non-profit organization focused on providing opportunities to youth through the game of golf.

Red Oak was honored to host the Accelerant evening reception, followed by the morning breakfast. A special thank you to ...
05/15/2026

Red Oak was honored to host the Accelerant evening reception, followed by the morning breakfast. A special thank you to the guest speaker, Lt. Col. Jason Harris. We also appreciated Chris’s powerful “Campbell Moment” which highlighted the impact we have on others and how the smallest acts of encouragement and support can create a lasting difference.

Happy Mother’s Day to our clients, friends, and family.
05/10/2026

Happy Mother’s Day to our clients, friends, and family.

Sun, sand, and a little reminder that the best things in life grow over time ☀️🏖️. At Red Oak, we’re here to help you b...
04/16/2026

Sun, sand, and a little reminder that the best things in life grow over time ☀️🏖️. At Red Oak, we’re here to help you build something that lasts, so you can relax today knowing tomorrow is taken care of.

We are proud to announce our inaugural Red Oak Employee of the Quarter - Tamara Menichini. Tamara embodies our values, ...
04/14/2026

We are proud to announce our inaugural Red Oak Employee of the Quarter - Tamara Menichini. Tamara embodies our values, showing up with dedication, integrity, and a commitment to excellence. Here’s to recognizing great work 👏

Wishing a Happy Easter to our clients, loved family members, and dear friends.
04/05/2026

Wishing a Happy Easter to our clients, loved family members, and dear friends.

03/27/2026

A clear plan matters...Red Oak is here for you to help with the "Noise"

Address

403 Allegheny Avenue
Towson, MD
21204

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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