Frank A. Costa 
Frank A. Donnelly, III
Matthew Donnelly 
Karl D. Fisher, CFP®, ChFC®
Philip Hyatt, ChFC®
Vincent Malazita, CPA, MBA
John G. McCormick, JD, CLU®, ChFC®
David S. Pozzi
Sean Stoneback 

At Oak Financial Partners, our capabilities and experience, together with our team approach, allows us to assess and offer our clients a wide-range of financial products and services.

Whether it's developing a financial strategy, creating a customized executive benefits program for your business, or preparing a detailed asset allocation analysis, our mission is simple: to provide forward thinking and cost effective financial strategies to you as our valued client.

The key to our firm's success is our professional excellence and integrity, and our constant pursuit of open communication and an in-depth understanding of each of our client's unique financial needs. Our credentials and principled approach allow us to deliver on our promise of personalized service and provide an added level of comfort and confidence for our clients.

We look forward to helping you take control of your financial future!