Our Core Values define who we are and what we believe in. It is the combination of these values that when added together, makes Hudson Oak Wealth Advisory unique in what we can offer.

As the firm you’ve chosen to entrust as fiduciaries for your wealth, we believe it is important to communicate those values to you and your family.

Independence

We are fiercely independent. We are owner-owned and operated. Our independence means we have the flexibility that traditional advisory firms, banks and online brokers regularly lack. We are not tethered to outside ownership and thus will never have to compromise our client relationships due to shareholder pressures or silent ownership groups as other firms do. This means our goals can be better aligned with those of our clients. Your wealth is personal and we will keep it that way.

Fiduciary

We have structured our business in such a way that as fee-only advisors we are bound to a fiduciary standard. The combination of our fiduciary oath and our independence (above) means we don’t just market ourselves as acting in your best interest, we practice what we preach and are professionally obligated. To us, we don’t view being a fiduciary as a requirement imposed on us, but rather an active choice and the only way to do business. It is one of the driving reasons we began our firm and we wouldn’t conduct business any other way.

Expertise

We have deep technical experience as wealth, tax and investment advisors serving some of the nation’s most complex families. This rare blend of industry experience positions us well as advisors in being able to understand the complete needs of our clients and cohesively tie together our services accordingly for each client relationship. Our credentials and experience can attest to our commitment to being expert advisors in multiple disciplines. We believe in our expertise of understanding and providing proper technical advice.

Service

It is an honor to serve your wealth advisory needs. We look to build long-lasting relationships with our clients and their families. These are not earned over-night but over time, and not just through the quality of advice we offer but the quality of how we provide that advice and meet our clients’ needs. A client may contact us initially due to our technical expertise, but they remain with our firm due to our commitment to serving them and understanding who they are. We want to be our client’s first call on any significant life event involving their financial lives. We strive to walk with clients on their financial journey, whatever unique path it may take. We are here to serve.

education

We are passionate about educating our clients. We believe that education leads to empowered clients, improved dialogue and better decision making. We share knowledge through our writing, videos and exclusive client content. We also help facilitate family conversations and the education of our clients’ second generation in many cases. A better knowledge of your wealth leads to a stronger relationship with money and a more meaningful connection with Hudson Oak.

integrity

We pride ourselves on allowing our actions to speak for us. We strive to deliver an honest and morally unquestioned service. As an owner-operated business, our word is everything. We consider it a privilege to be a steward for your wealth and treat such a privilege with the respect and appreciation it demands.

Transparency

Mutual trust is paramount to our ability to serve you properly. Therefore we are fully transparent in our business model and choose to be fee-only advisors. Unlike many advisory businesses, we will never be incentivized by compensation arrangements from external parties or internal sales pressures. The only thing we will ever sell a client is honest, expert advice, planning, and management services.