Oakview Wealth Solutions
Your friendly neighborhood financial advisor.
Our Services
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Investment Management
Investment management is more than just buying and selling stocks. We at Oakview pride ourselves on devising holistic short and long term strategies for our client portfolios. Growing and protecting your investments by learning about you, our client and personalizing your portfolio to your individual lifestyle. Our investment management clients also receive a financial plan that coordinates with any other assets and life goals, another way that we personalize your investments to you.
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Financial Planning
A financial plan is created to look at a client's current financial picture and long-term monetary goals, and includes best practice strategies to achieve those goals. A financial plan should not be made from a cookie-cutter template, because each individual will have different desires and goals. And because each person’s needs are different, Oakview offers two types of financial plans. Hourly planning and Ongoing planning, each still personalized to you but offering different levels of hands-on approach from us. Oakviews co-founder Stanton Burns is our CERTIFIED FINANCIAL PLANNER™ and works commission free as a fiduciary, so there will never be hidden fees for you.
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Tax Advice
When creating your financial plan, reviewing your tax return is an essential part of the advising process. Looking at your income and capital gains, any missed deductions, social security benefits and charitable contributions can help create a full picture of your wealth and protect you from unwanted losses. This also helps Oakview tailor your plan to your unique situation.
Oakview Wealth Solutions Brand
Having a combined 20 years of experience in the finance industry, Oakview Wealth Solutions co-founders Stanton & Sylvia bring a firm set of values to the table when they sit down with their clients. Living inside of the community they serve, they are wholly invested in their clients short and long term successes. Oakview was also created by the two of them to offer unbiased financial planning and advice to their clients by promising to be a fee-only firm. Never accepting commissions, referral fees or compensation from outside sources, resulting in honest planning and advice.
Save Your Money
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Grow Your Money
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Protect Your Money
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Save Your Money • Grow Your Money • Protect Your Money •
Book an appointment.
It all begins with you. Our first meeting is free of charge to ensure your wishes, goals and needs can be met by us. We want you to know exactly how we can help your plan before you pay us a single dollar.
Best of Award
Oakview Wealth Solutions has been identified as one of the BEST FINANCIAL ADVISORS in St. Charles! After reviewing financial advisors in our area, Expertise.com scored them on more than 25 variables across five different categories: availabillity, qualifications, reputation, experience and professionalism. We are so proud to have been included in the TOP 8 and are honored to serve our clients and our community!
