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Monday 8:30am - 6pm Tuesday 8:30am - 6pm Wednesday 8:30am - 6pm Thursday 8:30am - 6pm Friday 8:30am - 6pm

OakCrest Capital, LLC

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United States
Villa Park, IL
OakCrest Capital, LLC

At OakCrest Capital, we strive to provide exceptional customer service and to make a difference in the lives of our clients. Nietert.

We strongly believe that building trust and long-term relationships, rather than individual transactions, is essential. OakCrest Capital, LLC is a Chicago-based, full service and independent financial services firm founded by Ryan H. Our vision and focus is to assist individuals, business owners, executives and high net worth families in planning for their financial futures. We partner with client

s to develop unique and personalized strategies best suited for their specific needs, goals, resources and objectives. Our personalized strategies allow our clients to have the confidence that their investments will take them beyond the accumulation phase and into retirement.

•Specialties Include:
-Wealth Management
-Investment due diligence, management and portfolio construction
-Retirement Income Planning
-Tax Minimization Strategies
-Estate Planning
-Financial Risk Mitigation
-College Education Preparation
-Life, Disability and Long Term Care consulting
-Corporate benefits – 401k, 403B, Simple IRAs, SEP IRAs and employee benefits
-Foundation Management and Charitable Giving

Registered Representative of and securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and OakCrest Capital, LLC are separate companies and are not affiliated. Full disclosureL https://www.oakcrestllc.com/disclosures/

Ryan Nietert,
Founder
820 West Jackson Boulevard, Suite 805, Chicago, IL 60607
312-525-8793
[email protected]

*Reservations are Required*

09/08/2026

When it comes to money, misinformation can be just as harmful as inaction. Many people make decisions based on common myths that can limit long-term progress.

Here are a few to watch for:

Myth 1: You Need a Lot of Money to Start Investing
Waiting until you have a large amount saved can delay progress. Starting early, even with smaller contributions, allows time and consistency to work in your favor.

Myth 2: More Risk Always Means Better Returns
While taking on risk is part of investing, more is not always better. A thoughtful strategy balances growth potential with your comfort level and long-term goals.

Myth 3: I Can Save More Later to Catch Up
It is easy to push saving into the future, but time is one of your greatest advantages. The earlier you begin, the more opportunity your money has to grow.

Myth 4: I Do Not Need a Plan If Things Are Going Well
A strong financial plan is not just for tough times. It helps guide decisions during periods of growth and keeps you aligned when markets shift.

Myth 5: Financial Planning Is Only for Certain Income Levels
Financial planning can be valuable at every stage. Building good habits early often makes a meaningful difference over time.

Challenging these myths can help you make more informed, confident decisions about your financial future.

09/07/2026

A lot of people chase a retirement number without stopping to understand if it’s actually needed.

Before landing on a dollar amount, it helps to get specific: what do you want your day-to-day life to look like once you stop working? Where do you want to live? How do you want to spend your time?

Not sure where to begin? Let's talk through what your retirement could look like.

09/04/2026

Something to keep in mind.

09/03/2026

When you think about retirement, what feels like the biggest unknown?

For some, it’s whether their savings will last. For others, it’s healthcare costs, taxes, or how market changes could affect their income.

A thoughtful retirement plan can help you look at these concerns together instead of treating each one separately.

If retirement is on your mind, let’s talk through what feels most important to you.

09/02/2026

Financial independence means something different for everyone.

For some, it's having enough saved to stop working entirely. For others, it's having the flexibility to work because they want to, not because they have to.

There's no single definition, but there is a common thread: control over your time and your choices.

What would financial independence look like for you?

09/01/2026

Do you know how Social Security survivor benefits work?

If a spouse passes away, the surviving spouse may be eligible to receive their spouse’s benefit instead of their own, whichever is higher, starting as early as age 60 (or earlier in certain cases).

It's a detail that's easy to overlook, but it can make a meaningful difference in a surviving spouse's retirement income.

08/31/2026

Summer can be full of good memories, and a few extra expenses.

Travel, activities, eating out, and last-minute plans can add up quickly. If your spending was higher than expected, take some time to pause and reset.

Review what changed, adjust your budget, and look for small ways to rebuild savings or pay down any balances.

A small reset now can help you move into the next season with more confidence.

08/28/2026

August tends to be planning season for business owners looking ahead to next year.

Where's your focus right now? Reducing taxes, retaining good employees, or building up retirement savings?

Where has your focus landed this year? Reach out if you'd like to talk it through.

08/27/2026

It may feel early, but August is an ideal time to begin thinking about year-end financial planning. Starting now gives you the advantage of time. Instead of rushing decisions in November or December, you can take a more thoughtful and strategic approach.

Planning now can help reduce stress and improve outcomes. It also allows you to be more proactive rather than reactive when it comes to your financial strategy. If you have not reviewed your financial plan recently, this is a great time to start. Schedule a check-in to make sure you are positioned well before year-end approaches.

08/24/2026

Markets move and over time your investment mix can drift away from your original strategy. Rebalancing helps bring your portfolio back in line with your intended risk level and long-term goals.

Here is what to keep in mind:

1. Check Your Asset Allocation
Review how your portfolio is currently distributed across your preferred asset classes. If one area has grown significantly, it may be time to adjust.

2. Maintain Your Risk Tolerance
A portfolio that becomes too heavily weighted in equities may expose you to more risk than you are comfortable with. Rebalancing helps keep your risk aligned with your plan.

3. Stay Disciplined, Not Emotional
Rebalancing your portfolio to its original target allocation helps keep your investment strategy aligned with your risk tolerance and diversification goals.

4. Consider Timing
Many investors review their portfolios quarterly, annually, or after significant market movements. The key is consistency.

5. Be Mindful of Taxes and Costs
Before making adjustments, consider potential tax implications and transaction fees, especially in taxable accounts.

If you would like help reviewing your portfolio and ensuring it stays aligned with your goals, consider scheduling a conversation to take a closer look.

Address

17W220 22nd Street, Oakbrook Terrace
Villa Park, IL
60181

Opening Hours

Monday	8:30am - 6pm
Tuesday	8:30am - 6pm
Wednesday	8:30am - 6pm
Thursday	8:30am - 6pm
Friday	8:30am - 6pm

Telephone

+13125258793

Website

https://www.oakcrestllc.com/

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