Live Well. Finish Well.
We help business owners design and manage retirement and employee plans that support your team’s financial wellbeing and future.
Discover how our solutions can strengthen your company and your people.
Qualified Plans
River Oak Financial provides services focused on optimizing the operational, investment, and education components of your companies 401(k), while focusing on making sure your employees are taken care of.
Investment Management
Our wealth managers have years of experience helping high-net-worth clients design and implement strategies to accomplish their financial goals.
Deferred Compensation
In an age where hiring and retaining employees is as competitive as ever, our team is dedicated to helping you make sure your key employees are incentivized to join and stay with your company as you grow.
Financial Planning
You won’t achieve your financial goals by accident. River Oak Financial’s advisors are a sounding board and accountability partner to guide you through complex investment decisions.
Our Story
For our founder, Ben, the journey to River Oak Financial was started by a deeper calling, a strong conviction that there was a more impactful and personal way to connect with individuals and guide them on their financial journeys. Early on, focusing on company retirement plans, he noticed a missing piece: genuine, personalized support for the employees and specific expertise in the retirement plan industry. This conviction fueled Ben’s commitment to building River Oak Financial as a source of consistent value and support, much like a tree consistently nourished by water. Our mission is clear: to go beyond simply setting up retirement plans. We’re here to provide ongoing support, clear education, and genuine care to empower both the company and the employees to understand their financial options and build a confident future. Since 2017, Ben’s focus on this vision has driven tremendous growth within the River Oak Financial team.