There's more to life than money.
We understand that.
Our team manages
your hard earned funds in a dependable
manner - so you can enjoy life.
We are a team of three Investment Advisors, two Associate Investment Advisors and two Sales Assistants. We manage over $950 million for clients and their families. Our clients receive the benefit of an investment philosophy that has been crafted over the last 45 years.
We commit to investing with Integrity.
We commit to investing in Relationships.
We commit to investing for your Confidence.
We are committed to maintaining a consistent investment strategy that places goals and long term objectives first. The basis for the strategy comes from a comprehensive financial plan. We are committed to a review process that involves face-to-face meetings as well as regular contacts.
Relationships are the basis of our practice. We always consider what is most important to our clients whether it be planning for their retirement, education savings, insurance consulting, philanthropy, estate planning or overall wealth management. Maintaining our clients confidence is the cornerstone of our practice.
"My family has been with The Oyler Group for three generations and I personally value the trust that has been built over the years."
- Third Generation Oyler Group Client
The opinions expressed above are those of the named client author and are in no way representative of the views of all clients. Client testimonials do not constitute a guarantee, warranty, or prediction regarding outcome of your investments.