Why Choose Us
Utilizing our core values we are able to integrate each team members various disciplines and specialties into a holistic approach to offer a caring, thoughtful and professional experience to each of our clients.
Client-Centered
A Team Approach
Independent
Comprehensive Advice
Core Values
- Do unto others as you would have them do unto you
- Be of service
- Be transparent and honest in all dealings
- Always place the client’s interests ahead of our own
- Place our core values and principles above profits
- Provide value beyond expectations
- Operate independently and passionately
- Give back to the community with both dollars and time
Our Team
Advisor Team
As financial advisors with Oak Harvest in Houston, we have one priority: Taking care of you. As a team with expertise in multiple areas, we can help you develop the best retirement plan for you and your family.
Investment Team
Fully in-house and dedicated to our clients, the investment team focuses on helping families and individuals have a better investment experience and achieve their investment objectives.
Service Team
Our service team is committed to exceeding your expectations and delivering the highest-quality customer support. We’re here to make everything as smooth and worry-free as possible during your financial transition.
Support Team
Our support team is an invaluable part of the Oak Harvest team. The marketing and scheduling team helps with our firm’s events, schedules your appointments and keeps you informed.
Fastest Growing Registered Investment Advisor In Texas, 2020
As Recommended By Dave Ramsey
We believe that by fostering strong, authentic bonds between coworkers allow us to create a positive workspace.
Team Events:
- Holiday Parties
- Monthly Birthday Celebrations
- Charity Outreach
- Team Building Activities
- Client Focus Events
Events Videos
Read the kind words from our clients at Oak Harvest Financial Group
“I feel very proud to be one of the oldest employee of Oak Harvest. My career has skied with the growth of the company. The extraordinary Knowledge Transfer across the different streams of the project has benefitted lot of employee. I am really grateful to work in a place which makes us grow to greater heights.”
Edward Alper
“I have enjoyed working with Oak Harvest. I can proudly say this is my first and best move. Work environment is good. Oak Harvest is fundamentally a strong concern with lot of opportunities to learn.”
Edward Alper
“Oak Harvest values ‘Hard work’ & ‘Quality’ that makes you more responsible at work & offers a great place with friendly environment & supportive clients to grow and develop your knowledge skills. I thoroughly enjoy working with my team members in such a collaborative atmosphere and am really happy to be a part of this organization.”
Edward Alper
