Bull Oak Capital

But they were clear early in our partnership that they wanted to bring value through other avenues: tax planning and efficient financial planning, for example.

Ryan however was extremely helpful and I continued to subscribe to the firms newsletter to get generic macroeconomic insights and also understand their approach.

I love the methodical approach and the focus on minimizing costs and maximizing returns at scale, as well as the detailed approach Ryan, Peter and team take to financial planning specifically.

They handled our retirement rollovers efficiently by completing all required forms for us, answering questions instantaneously, participating in 3-way calls to our 401K holding companies to ensure smooth conversions, and meeting with us via Zoom to review strategies and visions to maximize our financial strength and growth.

If you’re looking for an honest, credible and hardworking financial manager or investment management firm, Bull Oak Capital should be number one on your list.

Peter never made me feel like I was trouble and always thoroughly answered questions and not just answered them but made sure I understood.

Alyssa was very prompt and quick to respond, kindly and with great patience!

Both he and his assistant, Alyssa, provided not only the financial expertise and guidance which I needed; but were exceptionally kind and supportive during each of our sessions, as well as during the many phone conversations along the way.

He has spent so much time answering my questions, explaining market trends, and mapping out a financial plan to help me understand what's realistic and how different decisions may put me on different trajectories.

After about a half a year of meeting with several different types of financial advisors, once I met Ryan, I immediately knew I was going to stay with him.