Since late 2004 when our investor group purchased Oak Ridge, we have worked hard to create a respected investment firm comprised of experienced professionals that care about their clients, are a pleasure to work with, and have a passion for what they do. As a result, we have experienced exciting growth in both our Private Client and Investment Banking Groups.

Our Private Client Services Group has expanded to over 50 investment professionals and continues to grow. Utilizing a combination of fixed income and equity investments, as well as managed money, mutual funds, annuities, life insurance, and private placements, they tailor accounts to match each investors' needs.

We have strengthened our investment banking department with the addition of six experienced professionals, three of which focus on regional emerging growth opportunities and three that focus on financial institution transactions. These individuals are very experienced in raising debt and equity capital and providing financial advisory services in their respective target markets.

Our strategy is simple; combine good people and good ideas with hard work and uncompromising ethical standards to provide our clients with outstanding service. We take pride in creating success for both our individual and corporate clients. We measure our success by our client’s success.

With the combined resources, expertise and contacts of our people, we believe Oak Ridge is uniquely positioned to help both individual and corporate clients to maximize value and realize their goals. We are confident in the coming years that you will see increased growth, awareness, investment offerings, and superior service from Oak Ridge Financial.

Thank you for your continued support!


Marc Kozberg
Chief Executive Officer