About Our Firm
A Team Approach to Wealth Planning
At Oak & Stone Capital Advisors, our goal is to provide a greater understanding of your and financial needs through communication and analysis while simultaneously building and maintaining a long lasting relationship dedicated to quality service, communication, professionalism and integrity.
Follow Us on Social
We’re grateful to share a thoughtful testimonial from one of Joe’s valued clients. Building trust and fostering meaningful relationships are at the core of what we do. Thank you, Barbara, for your kind words and confidence in us!
#TestimonialTuesday #ClientFeedback #PersonalizedService
Happy New Year! 🍾 Cheers to a prosperous 2025! 🥂
What’s your 2025 financial resolution? 📝 Let’s achieve those goals together! 💪💰
#NewYearNewGoals #HappyNewYear
3 CommentsComment on Facebook
Wishing you and your family a healthy and blessed 2025!!
Happy New Year 🎉
Merry Christmas and Happy Hanukkah! ⛄
Wishing you and your family a holiday season filled with love and laughter.
Happy Holidays! 🎄🎁
5 CommentsComment on Facebook
Hope you had a wonderful Christmas. Happy new year 2025 filled lots of happy, loved filled moments. ❤️
Merry Christmas & Happy New Year to you & the family
Merry Christmas to you and yours Joe.
We’re honored to share these kind words from Edward J.! Building lasting relationships and providing personal, professional guidance are at the heart of what we do. Thank you for your continued confidence in Oak and Stone!
#TestimonialTuesday #ClientFeedback #PersonalizedService
0 CommentsComment on Facebook
Today, we honor the birthday of the U.S. National Guard!
For 388 years, they’ve been standing ready to serve and protect our nation — from responding to emergencies at home to serving in missions abroad.
To all who have answered the call, past and present: Thank you for your dedication, courage, and sacrifice. 💪 Your commitment to our country inspires us all.
#NationalGuardBirthday #ThankYouForYourService
0 CommentsComment on Facebook
I was honored to return to Bloomsburg University in November as a panelist for this year’s Ziegler Institute for College Professionals (ZIPD) Business Conference. It was a meaningful opportunity to reflect on my journey and share insights with students who are just beginning theirs. I'm truly grateful to be part of this incredible program and contribute to the growth of future leaders. Thank you for having me!
Bloomsburg University of Pennsylvania Zeigler Institute for Professional Development - ZIPD
#ZIPDConference #HuskyPride #GratefulAlum #GivingBack #FutureLeaders2024
0 CommentsComment on Facebook
0 CommentsComment on Facebook