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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.
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Today, as I look at this black-and-white photograph, I’m reminded of a special chapter in our lives—my dad, my brother, and I all working together in the office. A rare privilege that I’ll treasure forever. Working beside them taught me the value of dedication, integrity, and perseverance. Earlier this year, we lost dad, and while the grief has been profound, the lessons he imparted and the moments we shared remain an everlasting source of comfort and strength.
I carry him with me in every decision I make, every step I take. And beyond the professional lessons he shared, it was the personal ones that truly shaped me and continues to guide me. This Father’s Day, I celebrate him—not just for what he taught me as a professional, but for the immeasurable love and wisdom he gave me as a father. Here’s to you, Dad.
#fathersday #advisors
I came across this powerful message today in remembrance of D-Day which I felt was important to share.
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What if your college savings could also fuel retirement? 🎓🤯
Thanks to recent changes, unused 529 funds can now be rolled into a Roth IRA for the beneficiary (with limits and conditions).
That means your smart saving today could give your child a head start on retirement tomorrow.
📅 This 5/29 Day, think bigger than just tuition.
Let’s talk about turning education savings into lifelong financial security.
#529Day #RothIRA #RetirementReady #SmartMoneyMoves
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Happy Memorial Day! 🎆
Today is about gratitude, reflection, and connection.
Please note our office is closed for the holiday.
#MemorialDay
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It's #TuesdayTestimonial!
Feedback isn’t just nice—it’s part of the process.
Here’s one we received recently 🌟
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We are excited to introduce Thomas Kennedy, our new summer intern from Penn State University Smeal College of Business!
Thomas is actively involved in various associations at Penn State University helping him deepen his understanding of the finance world. He also volunteers with Penn State’s WorkLink program, making a difference in the community.
In his spare time, Thomas enjoys playing golf and is a dedicated sports fan, cheering for the Montreal Canadiens and Philadelphia Phillies.
Welcome to the team, Thomas!
#Internship #Finance #PennState #Volunteer #Golf #SportsFan
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Awesome perspective Joe - Happy Fathers Day!!!
Joe I have been struggling with words for my first Father’s Day without him. He would be honored by your words today. Happy Father’s Day Dad 💖
Perfectly said Joe. Very heartwarming. Happy Father's Day. Love you all ❤️
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