Values & Mission
Money is a central component for every American household. We believe everyone deserves a financial plan to achieve greater prosperity and live their life by design. Our organization represents the time, energy and expertise for those we serve, to enhance and optimize financial independence in every season of life. We are a keystone of the communities we serve.
Four Oak Financial is rooted in growth, a core value which drives our approach to building an enduring firm, to steward the financial and personal goals of our clients.
We enrich the lives of the families we serve, nurturing client relationships, growing emerging leaders and blossoming a path to a lifelong career for the members of our team.
We partner with thought leaders, disrupters and change agents committed to making a difference. Our clients are committed parents and successful business leaders who strive for a better life for their families and communities. We facilitate a counselor-centered process of goal setting and self-discovery for families and businesses who want a better future.
Our work provides the greatest value to business owners, executives, pre-retirees and retirees. We can serve anyone who loves their family and cares about improving their future.
Planning Philosophy
We embrace a counselor-centered approach to best understand the personal, professional, and financial goals that are most important to you.
We review the steps you have already taken toward your goals and determine how best to provide tailored recommendations to further help you achieve them.
We continue to work together by regularly reviewing the progress toward your goals.
Forbes News
Our Team is One of the Best
Forbes has recognized Mike Lindberg as one of the Best- In- State Top Financial Security Professionals (2022 & 2023), Al Patel as one of the Best-in- state Wealth Advisors (2022 & 2023), and Jim Stinson as one of the Best- In- State Top Financial Security Professionals (2023). Many thanks to our hardworking team, amazing clients, and partnership with Northwestern Mutual. This would not have been possible without you.
Forbes Top Financial Security Professionals list (July 2023, July 2022). Based upon data as of December 31 of the previous year. Forbes "Best-in-State Wealth Advisors" list (April 2023, April 2022). Based upon data as of June 30th of the preceding year. Research and ranking provided by SHOOK Research. Northwestern Mutual and its advisors do not pay for placement on 3rd party rating lists, but do pay marketing fees to these organizations to promote the rating(s). Rankings and recognitions are no guarantee of future investment success.