Oak & Stone Capital Advisors

05/11/2025

Today, we celebrate the women who lift us up, hold us together, and love us unconditionally. 💐💖

Happy Mother’s Day to the moms, stepmoms, grandmoms, and all the amazing mother figures out there. 😊

Thank you for everything you do—today and every day.

04/28/2025

Transform Your Advisory Practice. Elevate Your Life. Turn the biggest challenges for financial advisors into growth opportunities with our mastermind group programs. Mastermind Groups >

04/10/2025

What if one group could help you sharpen your skills, grow your business, and stay inspired? 🤔

That’s the power of an advisor mastermind. 💡

We dropped a free guide with the top 5 benefits—check it out on our home page 👉 https://paretomastermind.com/

01/21/2025

We are honored that Oak and Stone Capital Advisors has been recognized as one of Forbes' 2025 Best-In-State Wealth Management Teams. This prestigious accolade highlights our unwavering commitment to delivering exceptional financial services and personalized strategies to our clients.

We extend our deepest gratitude to our clients for their trust and partnership. This achievement would not have been possible without your continued support.

After a roaring 2024 the Standard & Poor's 500 Index finished the year with a 23% gain, while the tech-heavy Nasdaq Composite Index surged 29%. Some experts predict the stock market rally to continue, but most are warning that returns are likely to be more muted and that investors should brace for heightened volatility.

As always, wealth advisory teams are at the ready to put client capital to work and most continue to lean into areas like alternative investments.

The third annual Forbes | SHOOK Best-In-State Wealth Management Teams list features more than 5,300 teams with cumulative assets of $7 trillion. Forbes’ rankings were compiled by SHOOK Research, which uses financial data and interviews candidates nominated by their firms.

SEE LIST: https://trib.al/W4sn7rh

11/22/2024

Earlier this month, we had the pleasure of hosting a special afternoon to celebrate our clients who have gone above and beyond by referring us to their family and friends. Your trust means the world to us, and we were thrilled to thank you in person.

The afternoon began with a wonderful lunch at From The Boot in Ambler, followed by an entertaining performance of The Outsider at Act II Playhouse. It was a memorable afternoon filled with gratitude, good food, and great company.

We are deeply grateful for our clients who have placed their trust in us, allowing us to do what we love every day. Your advocacy helps us grow, and we’re proud to give back by supporting local businesses that make our community thrive.

Here’s to many more shared memories and a future filled with appreciation!

From The Boot Act II Playhouse

10/15/2024

🎉 Happy Birthday, Ryan Rickus 🎉

The Oak and Stone team appreciates everything you bring to the table.

We hope you have a great day celebrating and a year ahead full of success. 🥳🎂

10/01/2024

Its National Taco Day AND Taco Tuesday! 🌮 We are celebrating in the office today but supporting our favorite local taco spot! BOMBA Taco + Bar

09/11/2024

Today, we pause to remember the lives lost on September 11th.

May their memory be a reminder of our strength and unity.

08/19/2024

08/14/2024

We are having an amazing time in San Diego for the LPL Financial Focus conference!

Enjoying rounds of golf⛳, indulging in delicious food & drinks 🍽️🍹, and getting competitive with some co****le 🎯.

Flagship Asset Services
Whitten Retirement Solutions
Diener Money Management
Joseph A. Catanzaro CFP

08/12/2024

A great start to the week with the Oak & Stone Capital Advisors team as we kickoff a few days of learning and bringing back proven strategies to improve our practices! LPL Financial

Diener Money Management Flagship Asset Services Whitten Retirement Solutions Joseph A. Catanzaro CFP

08/07/2024

🚨 Exciting News! 🚨

We are less than a week away from our panel discussion at the LPL Financial Focus Conference in sunny San Diego, California! 🌞✈️

If you're attending, make sure to register for the "Marketing Success Stories" breakout session happening at 2 PM on Monday. ⏰

I’ll be there alongside LeBlanc from the LPL marketing consulting team and industry marketing experts Shannon Foreman and Lee V. Bethel, CLU,ChFC,REBC,RHU, CASL, AIF, CPFA, C(k)P. We’re ready to share our biggest marketing "wins" and insights on what’s working for financial advisors to grow their businesses in 2024 and beyond. 🚀📈

Join us for a discussion on executing successful marketing activities, including digital marketing tactics, lead generation, client testimonials, and more! 💡✨

Hope to see you there! 👋