Oak & Stone Capital2022-07-14T19:26:11+00:00

Making A Difference

For Your Financial Future.

Speak With a Professional

Making A Difference For Your Financial Future.

Speak With a Professional

Offering financial services built on experience, accountability, and ingenuity.

At Oak & Stone, we focus our expertise on helping you understand everything that is happening with your money.

By implementing a straightforward but strategic financial planning and wealth management process, we empower you to better understand and enjoy your financial journey, while having a clear understanding of where you are every step of the way.

We share a steadfast dedication to serving our diverse group of clients, and providing the personal service and attention needed to help you succeed.

Find a Professional

Looking for a financial professional, or want to learn more about our team?  Available throughout the Northeast United States, we’re ready to help you plan for your financial future. Learn more about our team today.

Our Services

Our experienced professionals can evaluate your current financial situation and create the right plan for you to make a true difference in your financial future.  Learn more about our services here.

For Financial Professionals

Our members want independence but also value support to drive their business goals, enhance client experience and navigate the ever changing financial world. Learn more today about what Oak & Stone can offer.

News & Information

2022 Oak & Stone Kickoff Meetings Held in New Hope, PA

February 2022

Market Review Update Summary | Fall 2021

November 2021

A Year in Review | Market Update for 2020

December 2020

Chief Investment Officer Seth Diener Explains Coronavirus Moves

July 2020

A Message From O&S Chief Investment Officer Seth Diener

March 2020

Oak & Stone Holds 2020 Kickoff Meetings in Philadelphia

February 2020


Our Experienced Team

Meet Our Professionals

BROWSE Professionals

Check the background of this investment professional on FINRA’s BrokerCheck.

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