Bull Oak Capital

Ryan, Peter, and the team at Bull Oak are not only skilled advisors, they are thoughtful as well. Often the first thing that comes to mind when looking for an advisor is managing investments. Bull Oak does this of course--their philosophy is logical and evidence-based. But they were clear early in our partnership that they wanted to bring value through other avenues: tax planning and efficient financial planning, for example. They have done this while also factoring in our goals and values. They are also a delight to work with. We highly recommend Bull Oak Capital.

I sought out a financial advisor looking for someone who was a fiduciary and used an AUM fee. From the first moment I chatted with Peter, I felt like I was speaking to someone I could trust. He demonstrated being thorough, respectful, kind and extremely transparent in each of our interactions, and I was immediately impressed. I had many questions finding myself in unfamiliar waters and new to investment. Peter never made me feel like I was trouble and always thoroughly answered questions and not just answered them but made sure I understood. I've been with Bull Oak for about 3 months now though I started chatting with them a couple months prior to that. I'm very happy and feel like I really lucked out in finding an honest and ethical financial advisor to do business with. Highly recommend.

Bull Oak and Ryan were recommended to me by one of his clients. He provided me with a comprehensive retirement planning and I was very satisfied with what he did. He is professional, knowledgeable and experienced. His approach is logical and very clear and it was really useful. I would highly recommend him.