focusing on individuals, families & businesses
on both sides of the Hudson

With years of experience and advanced credentials, we created our firm to provide a higher standard in wealth services. Hudson Oak operates as an independent, conflict-free, fee-only fiduciary advisory firm by choice. Select an item below or from the menu above to learn more about what set us apart from traditional advisory firms.

OUR MISSION

OUR VALUES

OUR SERVICES

OUR CLIENTS

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THE OAK TREE

The oak tree represents qualities which are important to our firm and our values.

The oak tree is the state tree of New Jersey, but is also a powerful symbol in cultures around the world. The deep roots symbolize stability, longevity, and family. It symbolizes power and courage through its sturdy trunk - marking the strength when required to take on challenges. The towering tree-line represents truth, wisdom, and growth.

We build and manage wealth with the principles and attributes of an oak tree: standing the test of time. Grounded roots, yet ever growing and reaching upward.