Blue Oak Philosophy
We simplify the complexities of wealth management by combining time-tested investment strategies with personalized planning to help everyday individuals turn their financial goals into a clear, achievable plan—today and for the future.
Investment Philosophy
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The news cycle thrives on panic, but your financial plan shouldn’t. Our goal is simple: help you live the life you love without obsessing over market fluctuations.
Our investment philosophy is grounded in the pioneering work of Nobel Laureate Eugene F. Fama, whose research on efficient markets suggests that markets historically average 8% annual returns, potentially doubling investments every nine years. Rather than attempting to predict markets and push investment products or packages, we leverage evidence-based strategies and decades of expertise to help you pursue a better investment experience. ​
Importance of Trust
Establishing a foundation of trust drives our success. We are not going to spend time trying to convince you to make a particular investment. Instead, we encourage thoughtful reflection, helping you weigh your options and make decisions that align with your principles. Presenting the most sophisticated financial strategy you don't feel right about will do you no good. The most effective financial strategy is one you can confidently maintain throughout your journey.
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Our team looks beyond building wealth.
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Tax-Efficient Wealth Strategies – Experienced guidance from a Certified Public Accountant integrated with your investment.
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Accredited Investment Fiduciary – We prioritize your interest above all else. The AIF® Designation certifies that your financial advisor has specialized knowledge of fiduciary standards in their investment management process.
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Personalized Advisory - We coordinate with your entire advisory team, eliminating the silos that often complicate your loved one’s inheritance.
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Institutional Backing - Registered as Investment Advisor Representatives of LPL Financial, we combine boutique service with institutional resources.
Our Collaborative Ecosystem
We work seamlessly with our sister company, The Garabedian Group CPAs, and partner with regional law firms to ensure all aspects of your financial life work in harmony.
Disclaimer: Blue Oak Wealth Management and LPL Financial does not offer tax advice or tax preparation services.
Aaron J. Garabedian is a registered representative with, and offers securities and advisory services through LPL Financial, a registered investment advisor, Member FINRA/SIPC.