Who we help
Executives with concentrated employer stock.
Eight Oaks works with executives approaching retirement and those already living in it. The common thread is a need to coordinate company stock, taxes, investments, income, and family priorities in one financial plan.
Questions we help organize
Complex decisions become clearer when viewed together.
What should happen with company stock?
Exercise, vest, hold, sell, diversify, gift, or establish a trading plan—with taxes and the rest of your balance sheet in view.
When can work become optional?
Connect benefits, deferred compensation, tax timing, future spending, and portfolio income to a realistic transition.
How does retirement income work?
Coordinate legacy stock, withdrawals, taxes, Social Security, benefits, and investment risk after salary ends.
A strong fit may include
A financial life shaped by work.
- Concentrated employer stock or complex equity compensation
- An upcoming liquidity event, retirement date, or career transition
- A recently retired household turning assets into income
- Tax-sensitive decisions that require timing and coordination
- A desire for ongoing planning and investment management
Probably not a fit
Clarity works both ways.
- You are looking only for a one-time stock recommendation
- You want tax preparation or legal drafting rather than coordinated planning
- You prefer to make investment decisions without an ongoing advisory relationship
- You are primarily seeking a product rather than a planning process
A general starting point
Approximately $1 million or more available to invest.
Eight Oaks is generally best suited for individuals and families seeking an ongoing planning and investment relationship at this level.
Every situation is reviewed individually. In some cases, the firm may also work with clients through a separate financial-planning arrangement.
Across the transition
Before retirement.
Make deliberate choices about equity awards, trading windows, diversification, deferred compensation, taxes, and the date work becomes optional.
After retirement.
Turn legacy company stock and other assets into a tax-aware income plan while continuing to manage risk, family goals, and changing priorities.
Two ways to begin
Talk with the team—or explore fit first.
Choose the next step that feels most comfortable. Neither path requires sensitive account information.
