Oak Ridge Financial

Oak Ridge Financial is an independent, full-service financial services firm headquartered in the United States. Employing a team of 46 experienced professionals, the firm specializes in Private Client and Investment Banking Services. With its intimate size, the company ensures personalized attention and a tailored approach to each client's financial goals.

The firm's services encompass a wide range of financial solutions for individual, institutional, and corporate customers. Its portfolio includes wealth management, financial planning, capital raising, mergers and acquisitions advisory, and strategic planning. Oak Ridge Financial focuses keenly on understanding the unique needs and objectives of its clients.

Operating primarily within the U.S., Oak Ridge Financial has carved a niche in offering bespoke financial advisory services. The firm generates approximately $5 million in revenue, underscoring its successful operations within its market segment. Its emphasis on deep client relationships and expert financial advice marks its distinct presence in the industry.