Our Story

 

What sets us apart: People and Possibilities.

We see possibilities everywhere. Our size and industry experience allow us to be nimble and smart. When we spot or create an opportunity, we look at the merits, and we can be quick to execute.

When Oak Ridge Financial CEO Russell King bought the firm in 2015, he saw great possibility and potential to combine the best elements of small and large financial firms. Oak Ridge Financial allows our experienced advisors to develop and deliver customized solutions to clients in a flexible boutique setting, backed by deep industry experience and resources. Oak Ridge Financial is a small firm with big capabilities.

We pride ourselves in the fact that we are a small, boutique-style firm. This means less bureaucracy, no prescriptive formulas, no limited product options. Instead, our firm allows creativity, openness, and choice to benefit the needs of our clients.


Our approach is simple:

Listen and understand first, figure out the best approach, get it done.


All based on deep experience, being real, & having conversations.