The Oak Tree Group

The Oak Tree Group Independent, full-service financial planning firm in Marietta, serving clients since 1990. Member FINRA/SIPC 6451 North Federal Hwy, Suite 1201, Ft.

Kelly Miller, Eileen Fannon, and Ellen Rapier are registered with and offer securities through Kovack Securities, Inc. Lauderdale, FL 33308 (954)782-4771 Advisory services offered through Kovack Advisors, Inc., an SEC registered investment advisory firm. The Oak Tree Group is not affiliated with Kovack Securities, Inc. or Kovack Advisors, Inc. Registered Representative may only conduct business w

ith residents of the states and/or jurisdiction for which they are properly registered. Linked sites are strictly provided as a courtesy. Kovack Securities, Inc. does not guarantee, approve nor endorse the information or products available at the sites, nor do links indicate any association with or endorsement of the linked sites by Kovack Securities, Inc. nor Kovack Advisors, Inc. "Likes", endorsements, and other recommendations should not be considered a positive reflection of the services or advice offered by Kelly Miller, Eileen Fannon, Ellen Rapier and/or The Oak Tree Group; positive reviews of experiences with Kelly Miller, Eileen Fannon, Ellen Rapier and/or The Oak Tree Group may not reflect the experience of all, or even most, clients. Visitors to this page should not write positive reviews of their experience as testimonials may be prohibited under state and federal securities laws.

Have a safe and fun day!
07/04/2026

Have a safe and fun day!

Our office is closed for the holiday. Wishing you a safe and enjoyable weekend ahead. ✨
06/19/2026

Our office is closed for the holiday. Wishing you a safe and enjoyable weekend ahead. ✨

06/18/2026

🚨REMINDER 🚨

Our office will be closed tomorrow June 19th in observance of the holiday.

04/22/2026
At its core, investing involves supporting an entity today with the goal of receiving a greater return in the future. ✅ ...
04/20/2026

At its core, investing involves supporting an entity today with the goal of receiving a greater return in the future.

✅ While this concept may seem straightforward, it also involves striking a balance between risk and reward.

⚖️ When you work with a financial professional, you bring their training into the matter. We can help you understand where to direct your money and work within your goals, risk tolerance, and time horizon. 🎯💡

Budgeting is a tool for keeping your spending in check while helping your expenses align with your income. ✅ Yet not eve...
04/15/2026

Budgeting is a tool for keeping your spending in check while helping your expenses align with your income.

✅ Yet not everyone sticks to a household budget.

🤔 Why is this? Perhaps it’s a gap in financial education during our school years, which can contribute to less-than-ideal money habits later in life. 📚💡

🌟 April is Financial Literacy Month 🌟💡Let's recognize the value of understanding our finances and making informed financ...
04/08/2026

🌟 April is Financial Literacy Month 🌟💡

Let's recognize the value of understanding our finances and making informed financial decisions. 💪💡

Whether you're a financial guru or just beginning your money management journey, this month offers the ideal opportunity to boost your financial knowledge. 📚💡

From budgeting and saving to investing, there's a wealth of knowledge to explore! 💡✨

Together, we can create a community that excels at managing money! 🎉💡

April is National Social Security Month—a good reminder to review your claiming strategy.When you claim Social Security ...
04/01/2026

April is National Social Security Month—a good reminder to review your claiming strategy.

When you claim Social Security can impact your lifetime benefits. Claiming at 62 means accepting a permanent reduction, while waiting until 70 will increase your monthly payment. The right timing depends on a wide range of factors, including your health, income needs, and overall retirement strategy.

If you're within a few years of claiming, now's a great time to review how Social Security fits into your bigger financial picture.

Questions about your retirement strategy? Let's talk.

Address

1337 Canton Road, Suite A
Marietta, GA
30066

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm
Saturday 9am - 10pm
Sunday 8am - 10pm

Telephone

+17703191700

Website

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