The Private Client Services Group at Oak Ridge Financial is built on creating lasting relationships with our clients as well as our Investment Professionals. Our focus is to assist our investors in realizing their dreams and reaching their financial objectives.

Our Professionals


Meet the people who are working hard for you.

Investment Planning


Make the most of your finances by letting our investment professionals assist you in planning for your financial needs.



Understand and manage your equity investments with Oak Ridge.

Fixed Income


Learn about tax-free municipal bonds, taxable bonds and structured products offered through Oak Ridge.

Life Insurance and Annuities


Learn about life insurance or annuities with help from our professionals.



Review options for retirement savings beyond your 401(k).

Education Funding


Work with our professionals on education funding.