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©2022 Oak Maple Finance
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OAK MAPLE FINANCE, LLC (“OMF”) is a registered investment advisor offering advisory services in the State(s) of Vermont and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by OMF in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of OMF, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

Client Resources

View your Portfolio by logging on to your Custodian’s website (Fidelity or Schwab)

Contact us to access your secure data vault

Your Privacy Matters

OMF Privacy PolicyCompliance Brochure

OMF Privacy Policy
Compliance Brochure