Oak Partners celebrates the fall season with beer, food, and fellowship at 15th annual Oaktoberfest
- By: Philip Bolton
- Last Updated: September 23, 2025
On the evening of Friday, September 19, Oak Partners Inc. hosted its 15th annual Oaktoberfest event at Bulldog Park in downtown Crown Point. Over 740 Oak Partners financial advisors, staff members, and clients gathered for this exciting event. Oaktoberfest …
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Oak Partners offers clients and friends un-fore-gettable fun at 21st annual golf outing
- By: Damon Modglin
- Last Updated: September 16, 2025
Over 100 of Oak Partners’ staff members, partners, clients, and friends took to the green at Youche Country Club for the fiduciary services provider’s 21st annual golf outing. The outing provides an excellent opportunity for Oak Partners and its clients …
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Oak Partners brings the party to Journeyman Distillery for Sunset Social 2025
- By: Philip Bolton
- Last Updated: June 12, 2025
On the afternoon of Wednesday, June 11, Oak Partners hosted its annual Sunset Social event at Journeyman Distillery in Valparaiso. Over 400 Oak Partners clients and advisors gathered in Journeyman Distillery’s East Room to enjoy this Oak Partners tradition …
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Oak Partners’ Marc Ruiz completes AIFA® credential to heighten skills and client experience
- By: Aubrey Thomson
- Last Updated: May 29, 2025
Having graduated from Purdue University in West Lafayette in May of 1993, worked at Oak Partners since December of the same year, and written the “Your Mind on Money” column since 2002, Oak Partners Team Leader and Partner Marc Ruiz is no stranger to the …
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Oak Partners holds ribbon cutting at new St. John location, celebrates new direction for the firm
- By: Philip Bolton
- Last Updated: May 12, 2025
On Thursday, May 8, Oak Partners, Inc. staff members joined members of the St. John-Dyer Chamber of Commerce at Oak Partners’ new St. John location to hold an official ribbon-cutting ceremony. The establishment of the St. John branch, which opened in …
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