Join Us


Oak Ridge operates with the best traits of both big and small firms:

Quick and studied approaches with both a serious and fun atmosphere.

We are backed by big firm resources, value small firm flexibility and independence, and have a proven track record.

Our office atmosphere is fun and relaxed, but serious about being among the best in the business. We share our professional expertise with each other every day and value shared personal experiences together at company outings and gatherings throughout the year. Giving back is part of who we are – from scheduling volunteer activities to charitable giving.

We focus on being the home for representatives who want to build and run a practice with the resources of a large firm in a boutique setting. Oak Ridge Financial is locally owned and clears our business through RBC. As an independent, hybrid model firm, we can compensate our financial professionals more competitively than most of the largest firms.

Your career path here is generated by you, with culture and autonomy leading the way. We listen first, then innovate and execute to exceed client expectations. We have an open-door, bring-in-new-ideas, get-it-done mentality. Join the professional fun at our mid-sized and mighty firm.

Contact Max Rathman
at or call at 763-923-2207