J. Ted Oakley CFA, CFP – Partner
“People with larger investments expect service; however, it’s something that is often hard to find. That’s what we do at Herndon Plant Oakley. We really emphasize service for the client.”
~ Ted Oakley
Ted Oakley, partner in Herndon Plant Oakley, became involved in the investment industry with Merrill Lynch Pierce Fenner & Smith in 1975. Soon thereafter, he moved to Rotan Mosle as a Senior Vice President, initiating his long-term relationship with his partners in 1977.
A Chartered Financial Analyst and a Certified Financial Planner with more than 39 years of experience in the investment industry, Mr. Oakley focuses primarily on investment advisory and money management. Many of his clients are former business owners who are in need of estate planning and investment management services.
Ted Oakley is committed to offering each client straightforward, constructive financial advice. That commitment, combined with his attention to detail and uncompromising personal service mean clients have the opportunity to realize the ultimate goal – consistency of return. In the final outcome, Mr. Oakley’s clients receive what they need and have come to expect – individualized planning, skilled investment advice and excellent service which in turn translates to long-term relationships and positive results.
Registered Investment Advisor
As Registered Investment Advisor, HPO provides the following individualize client services:
Net Worth Analysis
Offer clients in accumulated wealth positions a complete Net Worth Analysis including extensive estate, investment family enterprise and cash flow evaluation.
Monitor and review growth plans carefully offering each client detailed, quarterly reports, with the ultimate goal being consistency of return.
Estate Plan Evaluation
Present each client with an in-depth analysis of their comprehensive estate plan reflecting long-term implications.
Money Manager Selection
Selection of individual Money Managers whose expertise compliments each client’s long-term goals.
Estate Tax Considerations
Evaluate all estate tax considerations based on detailed estate plan.
Trust and Family Partnerships
Determine need to create family partnerships, trusts and reserve accounts.
Offer clients individualized, quarterly reports.
Manage client retirement accounts including 401-K plans.
Creation of targeted, individualized asset growth requirements.