Broker Check

This is Us

Our Story

We at Oak Wealth Management are passionate about our profession. We’re not just highly experienced financial professionals delivering exceptional services to our clients. We operate as a team in providing comprehensive wealth management benefits.

Meet the Team 

At Oak Wealth Management, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. 

Our Mission & Approach

Our mission at Oak Wealth Management is simple: To provide clients with a high level of personalized service in a comfortable, caring, and relaxed atmosphere where we present objective advice which can help our clients reach their goals and dreams.

Unbiased Advantage 

At Oak Wealth Management, we believe that an objective approach is critical, which is why we are supported by the resources of LPL Financial.

Our Awards

Frank X. Aceves, Jr. has been providing financial services to clients across the country for over 26 years.