Personalized advice for individuals, families, and businesses.
Independent Wealth Management & Retirement Plan Consulting
A Different Kind of Advisory Relationship
PointOak Retirement Advisors is an independent, fee-only fiduciary advisory firm providing private wealth management and retirement plan consulting to clients throughout the DC Metro area and nationwide. We offer personalized financial planning and investment management for individuals and families as well as comprehensive retirement plan consulting for businesses.
Two Areas of Expertise. One Coordinated Approach.
Individuals & Families
Wealth Management & Financial Planning
We help individuals and families bring investments, retirement, taxes, workplace benefits, estate considerations, and major financial decisions together into one coordinated strategy.
Explore Wealth ManagementBusinesses
Retirement Plan Consulting
Independent fiduciary guidance for plan governance, investments, benchmarking, plan design, and participant education.
Explore Retirement Plan ConsultingYour Financial Life Does Not Fit Into One Account
Your investments are only one part of the picture. Retirement accounts, taxes, Social Security, pensions, workplace benefits, estate considerations, family priorities, and major life transitions can all affect the decisions you make with your wealth. PointOak brings those pieces together through investment management and comprehensive financial planning built around your circumstances.
Investment Management
Your portfolio should be built around your financial life—not the other way around.
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One Financial Plan Built Around Your Entire Life
Learn MoreRetirement Income Planning
Build a Retirement Income Strategy That Gives You Confidence
Learn MoreTax-Aware Wealth Strategies
A Year-Round Approach to Keeping More of What You Earn
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A Broader Investment Perspective
Traditional investments remain the foundation of many portfolios, but they are not necessarily the entire opportunity set. As an independent advisor, PointOak can evaluate a broader range of investments and strategies — including public markets, separately managed strategies, and, where appropriate, alternative and private-market investments.
PUBLIC MARKETS + PRIVATE MARKETS + ALTERNATIVE STRATEGIES — One coordinated portfolio.
Explore Our Investment ApproachRetiring or Changing Jobs?
Your 401(k) may be one of your largest financial assets. Before moving it, understand the options available to you and how each could affect your broader financial plan.
Explore 401(k) Rollovers & Roth ConversionsApproaching or Entering Retirement?
Turning accumulated savings into income introduces new decisions around withdrawals, taxes, Social Security, pensions, and portfolio risk.
Explore Retirement Income PlanningManaging Complex Executive Benefits?
RSUs, stock options, deferred compensation, concentrated company stock, and retirement benefits can create decisions that extend well beyond your investment portfolio.
Explore Executive Benefits PlanningExperience on Both Sides of Retirement
PointOak's experience advising employer-sponsored retirement plans gives our private-wealth team an additional perspective on the workplace benefits and retirement assets that often represent a significant part of a client's financial life.
Why PointOak