Blue Oak Capital is a fee-only investment advisory firm based in Palo Alto, CA, that has been assisting clients since 1999 in achieving their financial goals through the preservation and growth of wealth. With a commitment to personalized service, the firm maintains a limited client base, allowing for informed and enduring relationships.
Led by Thomas A. Baker and Matthew B. Kenaston, Blue Oak Capital offers a comprehensive approach to wealth management, emphasizing the art of financial planning and investment strategies tailored to individual needs. Their dedication to client success is evident in their philosophy, process, and reporting, ensuring a transparent and trustworthy partnership.
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