OakHeart Financial Group

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

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August 9th is National Book Lovers Day!By fitting coincidence, our team's book club finished our latest read, Blink: The...
08/09/2026

August 9th is National Book Lovers Day!

By fitting coincidence, our team's book club finished our latest read, Blink: The Power of Thinking Without Thinking, this past Friday.

"Drawing on cutting-edge neuroscience and psychology to reveal that the difference between good decision making and bad has less to do with how much information we process than with our ability to focus on a few particular details, Gladwell shows how we can all become better decision makers- in our homes, in our offices, and in everyday life."

Reading is proven to be a great outlet to reduce stress, improve cognitive function, and support personal growth. Whether you're into fantasy and science fiction, or if you're more of a historical fiction and biography enjoyer, there's a good read out there for everyone.

What books are on your must-read list?
Let us know in the comments.
Happy reading!

Did you know August 8th is National Dollar Day? Today celebrates the creation of the U.S. Dollar, it marks the day when ...
08/08/2026

Did you know August 8th is National Dollar Day?

Today celebrates the creation of the U.S. Dollar, it marks the day when Congress established the monetary system. The first official U.S. dollar was printed in 1862, featuring President Lincoln’s Secretary of the Treasury, Salmon P. Chase. George Washington wouldn’t appear on a Reserve Note until 1869. 💵

Today, like many, we focus on financial literacy, savings, and money management. Happy Dollar Day! $

As we wrapped up July, our offices celebrated an OakHeart holiday, “Invest in Yourself Day”. We value our team members’ ...
08/07/2026

As we wrapped up July, our offices celebrated an OakHeart holiday, “Invest in Yourself Day”. We value our team members’ time outside the offices the same as their contributions to our mission. This holiday is dedicated to what matters most to all of us; spending time with family and friends, prioritizing wellness, and recharging. Our team believes that a healthy work-life balance helps us be our best selves for clients, our coworkers, and communities. ❤️

Here’s a look at what fun we’ve been up to last month and on the holiday. We hope our team enjoyed their long weekend, thanks for sharing!

The Ameriprise Global Asset Allocation Committee has published its August edition of their Monthly Market Recap publicat...
08/06/2026

The Ameriprise Global Asset Allocation Committee has published its August edition of their Monthly Market Recap publication. Within the recap you'll find insights and data gathered by our experts on the conditions shaping our economy. They've analyzed the events and trends from the past month of July and present their outlook on where the market is headed going forward.

Stay informed to better assess how you plan your finances.

Use the link below to download your copy of the August edition of the Monthly Market Recap.
https://bit.ly/4c91we3

Virginia Sales Tax Holiday is this weekend! Starting Friday, the 7th and ending on Sunday, the 9th, you can buy qualifyi...
08/06/2026

Virginia Sales Tax Holiday is this weekend! Starting Friday, the 7th and ending on Sunday, the 9th, you can buy qualifying products without paying sales tax!

Now is the perfect time to prepare for school, with supplies at $20 or less a piece, and clothing and footwear up to $100 per item being tax exempt. 📏 🍎

Furthermore, certain hurricane preparedness and EnergyStar or WaterSense items that meet the EPA requirements are exempt from sales tax.

What will you be adding to your cart this weekend?

Today marks our founder and CEO, Michael Hancock’s 34-year anniversary with OakHeart Financial Group. Happy birthday to ...
08/05/2026

Today marks our founder and CEO, Michael Hancock’s 34-year anniversary with OakHeart Financial Group. Happy birthday to our firm! Michael started what is now known as OakHeart Financial Group 34 years ago and has continued to put his best work forward, diligently ensuring clients receive comprehensive support and assistance. As our founder, Michael has led by example cementing and embodying our core values and mission statement day by day. As our CEO, he has provided guidance, support, and vision, giving our firm a clear roadmap for success. ✅

Michael, thank you for being such a valuable mentor, leader, and peer. We truly appreciate you and everything you do! We wish you all the best moving forward from this position. Your career and accomplishments are undoubtedly something to be admired. 🎉

Happy birthday, Kristen! We’re so fortunate to have her on our team, as a leader and as a friend. Thank you for all your...
08/01/2026

Happy birthday, Kristen! We’re so fortunate to have her on our team, as a leader and as a friend. Thank you for all your dedication and everything you bring to our office. We hope you have a nice birthday, filled with the things you enjoy and surrounded by the people you love. 🥳

Last week some members of our team volunteered at the Ronald McDonald House of Charlottesville and prepared meals for lo...
07/31/2026

Last week some members of our team volunteered at the Ronald McDonald House of Charlottesville and prepared meals for local families. They embodied our core value of service and represented our group amazingly. We are very invested in giving back! Our work at the Ronald McDonald House helps combat food insecurity within our local area.

Special thanks to those that chose to contribute! Our offices pride themselves in what we provide to our clients and community, thank you all for leading by example and seeking to do good for goodness' sake. We hope these tasty meals and sweets are enjoyed and we look forward to returning! 🍴

The last Thursday of July, the 30th, is National Intern Day! Today we recognize all the hard work our interns have been ...
07/30/2026

The last Thursday of July, the 30th, is National Intern Day! Today we recognize all the hard work our interns have been putting in at our firm. Thank you all for putting forth your best effort every day. We're amazed with what you all have been able to do and the growth that you all have shown. 🙌

Eli, Molly, Ryder, and Josh, thank you for everything that you do! Happy Intern Day!

Enjoy one the last weekends of the summer with us at King Family Vineyards next month for a Roseland Polo Tailgate picni...
07/28/2026

Enjoy one the last weekends of the summer with us at King Family Vineyards next month for a Roseland Polo Tailgate picnic, hosted by advisors Laura, Kristen and Holly.

Join us for a glass of wine, delicious food, and great company as we take the views of scenic Crozet on Sunday, August 16th between 11:30 and 4 PM. Bring yourself, a friend, or the whole family. We'd love to meet them.

For planning purposes, we'd appreciate a RSVP with your estimated headcount. For more info, and to do so, click here: https://bit.ly/3ToOhiV

There is no cost or obligation to attend.

Will we be seeing you there?

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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