Our Promise to Our Clients
As a client of Hudson Oak we promise to serve your wealth management, planning and investment needs with the care and professionalism it demands, as if it were our own wealth.
As fee-only advisors we will never compromise our service to you by accepting compensation other than what our clients pay us. We choose to be fiduciaries, meaning we strive to walk with you and will always recommend what we believe to be in your best interest. Through the combination of the fee-only, fiduciary and independent model we use, we will never sell you proprietary products nor be conflicted by silent ownership groups.
We are not a bank. We are not brokers. We are advisors and we are committed to our clients’ success. We promise to share our skills to the best of our abilities and to provide you with a proactive service resulting in the security and peace of mind you deserve.