Independent Financial Advisors in Metro Baton Rouge and throughout Louisiana
At Oak Capital Private Wealth, our advisors strive to always act in our clients’ best interests. Our reliable, responsive team provides comprehensive financial planning in a family-friendly environment. We believe in educating ourselves and our clients to develop robust wealth management strategies that aim to position our clients—who are our friends, neighbors, and community members—to reach their financial goals.
About Us
Your Priorities Are Our Only Priority
Our firm was founded in 2022, but the roots of our experience run deeper. Clay Elliott became a financial advisor in 2016 and a CERTIFIED FINANCIAL PLANNER® professional in 2019. During his years at a large corporate advisory firm, he encountered restrictions around serving his clients and wanted to offer more than one-size-fits-all solutions. That’s why our primary mission is to learn about your unique financial situation and develop a plan designed with the goal of helping you overcome financial obstacles and work toward your goals. When you choose to work with Oak Capital Financial Advisors, you’re more than an asset portfolio to us—you become cherished friends.
Who We Serve
Our clients span the spectrum of the financial life cycle
Our specialized services cater to a diverse range of clientele, including plant workers seeking tailored financial solutions, small business owners requiring comprehensive support, pre-retirees strategizing for the future, retirees in need of retirement planning assistance, and high net worth individuals seeking guidance for their complex financial portfolios.
Our Services
Oak Capital offers comprehensive financial services.
Financial Planning
Retirement Planning
Risk Management
Education Planning
Portfolio Management
Family Estate Planning
Investment Management
Medicare Planning
FAQs
Frequently Asked Questions
Still have questions?
Why does working with an independent financial firm matter?
Working with an independent financial firm has a few advantages over large corporate advisories.
- We aren’t beholden to corporate sales goals. Your best interests are the priority.
- We’re able to offer asset management services tailored to your unique financial goals.
- We can offer comprehensive financial planning that addresses more than your 401(k).
What does it mean to be a CERTIFIED FINANCIAL PLANNER® professional?
A CERTIFIED FINANCIAL PLANNER® professional goes through years of rigorous training, education, and exams to help individuals manage multiple aspects of their finances. The cornerstone of the Code of Standards is a CFP® professional’s duty to act as a fiduciary and, therefore, act in the best interests of their clients at all times when providing financial advice.
What does it mean to be fiduciary?
How do financial advisors get paid?
Our transparent, fee-based structure aligns our compensation with your long-term goals. We offer fee-based asset management services as well as commissionable products, which allows us to design a custom plan that fits your financial needs and goals.
Still have any questions?
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