See if we're a fit

A few quick questions.

This guided path gives Eight Oaks useful context before an introductory conversation. Every qualifying question, plus your name and email, must be completed. Prefer a direct conversation? Start here instead.

 

What prompted you to reach out?

Select at least one.

Where are you in the transition?

Which range best describes the amount you have available to invest?

This range helps the team understand whether its ongoing planning and investment relationship may be appropriate. An exact figure is not needed.

How should Eight Oaks reach you?

Eight Oaks serves clients across the United States. The majority of meetings take place virtually by Zoom or phone.

Before you submit

Eight Oaks is designed for individuals and families seeking an ongoing financial-planning and investment-management relationship.

  • The firm is generally best suited for households with approximately $1 million or more available to invest, while each situation is reviewed individually.
  • Financial planning may be available separately.
  • Fees, services, account details, and applicable costs are reviewed before any engagement begins.
  • Submitting this form does not commit you or Eight Oaks to work together.
  • Eight Oaks normally responds within 24 hours to determine whether an introductory conversation makes sense.

Please do not include account numbers or other sensitive financial information.