OakHeart Financial Group

OakHeart Financial Group Private Wealth Advisor, A private wealth advisory practice of Ameriprise Financial Services, LLC

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Join us with a friend (or two!) next week as we kick off the summer with a Happy Hour next week at Eastwood Farm and Win...
06/03/2026

Join us with a friend (or two!) next week as we kick off the summer with a Happy Hour next week at Eastwood Farm and Winery!

📍Eastwood Farm and Winery
📅Thursday, June 11
⏰ 5:30 - 7:30 PM

Click here to RSVP with your intended headcount and we hope to see you then!
https://bit.ly/3PZB66A

Our team is very happy to announce that Ross Hardy will be joining us full-time! Ross started with us as a Marketing Int...
06/03/2026

Our team is very happy to announce that Ross Hardy will be joining us full-time! Ross started with us as a Marketing Intern and has now been promoted to Client Relationship Manager. We're impressed with the growth that he has shown up to this point and are excited for more to come. Congrats Ross! 💼✅

Join us with a friend (or two!) next week as we kick off the summer with a Happy Hour next week at Eastwood Farm and Win...
06/02/2026

Join us with a friend (or two!) next week as we kick off the summer with a Happy Hour next week at Eastwood Farm and Winery!

📍Eastwood Farm and Winery
📅Thursday, June 11
⏰ 5:30 - 7:30 PM

Click here to RSVP with your intended headcount and we hope to see you then!
https://bit.ly/43L2Krg

Our team would like to introduce you to Molly Yowell! Molly recently was hired as an intern and has begun working on int...
06/02/2026

Our team would like to introduce you to Molly Yowell! Molly recently was hired as an intern and has begun working on internal projects and maintaining our digital organization. We look forward to seeing the value she adds to our team here this summer.

Molly is from Gordonsville, VA, going into her junior year at Virginia Tech studying Financial Planning and Wealth Management. She enjoys reading and going to the gym during free time. Welcome to the team Molly!

HAPPY PRIDE MONTH!As we enter June, we are celebrating those who live with love, joy, and authenticity. This month is ab...
06/01/2026

HAPPY PRIDE MONTH!

As we enter June, we are celebrating those who live with love, joy, and authenticity. This month is about community, promoting awareness and allyship, and combatting harmful narratives. We celebrate diversity and inclusivity as they contribute to our team's core value of empowerment.

Here's a few throwback photos of our team celebrating at Palm Springs Pride over the years!

What a busy month May was! We'd like to take this opportunity to show you what we were all up to outside of our offices!...
05/31/2026

What a busy month May was! We'd like to take this opportunity to show you what we were all up to outside of our offices!
As some of you know we celebrated Michael's retirement recently; while in Palm Springs, Robyn, Bryan, Kristen, and Betsy took the chance to enjoy California and hike. Helen visited Japan and celebrated her youngest daughter, Julia's, high school graduation. Tim spent some time with his family and took a trip to DC, where he snapped that picture inside of the Capitol Rotunda. And both Ross and Eli celebrated graduating from college, congrats to the both of them! 🎉

Here's to many more busy and productive months, best from OakHeart! ☺️

We'd like to welcome Joshua Madeti to our team! Joshua was recently brought on as an intern and has been committed to in...
05/29/2026

We'd like to welcome Joshua Madeti to our team! Joshua was recently brought on as an intern and has been committed to internal projects and organizations, and we're excited about the value he's already started to provide.

Joshua is from Bangalore, India and currently in his second year of his master's program at Liberty University studying Business Administration with a focus in Finance. He enjoys playing pickleball, running, playing guitar, and hanging out with family and friends during his free time.

We'd like to introduce Ryder Petrylak! Ryder recently was hired as a Financial Planning Intern here and has already put ...
05/28/2026

We'd like to introduce Ryder Petrylak!

Ryder recently was hired as a Financial Planning Intern here and has already put in some work assisting with financial planning tasks and collaborating with the team on internal projects. We're excited to see the work he produces and are rooting for his success! 🎉

Ryder is from Palmyra, VA and is currently a junior at James Madison University studying Finance & Accounting. In his free time, he likes to play golf and race mountain bikes. Welcome to the team Ryder!

OakHeart Financial Group would like to recognize Holly Tomski's six-year work anniversary! Holly, thank you for all you ...
05/27/2026

OakHeart Financial Group would like to recognize Holly Tomski's six-year work anniversary! Holly, thank you for all you do to support your clients and our team! Your commitment to excellent service at the office is an integral part of what we do. Here's to you! 🥳

05/26/2026

Forget dorm décor.

Here’s the REAL college checklist parents should consider before move in rolls around:

💬 Set the money boundaries early: Who's responsible for what? Tuitions, travel, hobbies... clarity now= = less stress later.

💸 Teach them to run a budget: A simple plan today helps them build financial confidence for tomorrow. Start the school year with a plan.

🎂 Turning 18 changes the rules overnight: Talk with your child about what medical and school information you need, and may no longer have automatic access to.

⚠️ “Free” isn’t always free: Credit card freebies often have long term consequences.

🛑 Protect their identity like it’s gold: College students are prime targets for scams. Awareness is everything. Stay alert, and informed.

🤝 Talk about transparency: Leaving for college comes with plenty of independence, and some kids need more support, and guidance than others. Chat about expectations around what you'll share (grades, finances, etc.) before it becomes an issue.

To the incoming college students and their parents- you've got this. Leaving for school, especially if moving out of your parent's home for the first time, might be a greater adjustment than academic work alone.

Feel prepared to tackle college life with confidence by having these conversations today.

For more information on college planning, visit our website:

Student debt and college loans, explained: https://bit.ly/49Vsu7P

College financial aid basics: https://bit.ly/4a8CxXa

Financial steps to take as school nears: https://bit.ly/4vbaSx5

Address

941 Glenwood Station Lane Ste 203
Charlottesville, VA
22901

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 4pm

Telephone

+14342204671

Website

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