1oak Financial | Ideas by Mike™

Welcome to 1.oak Financial, the home of the Ideas by Mike™. This channel is built for hard-working professionals, pre-retirees, curious entrepreneur & business owners who don’t fit the cookie-cutter mold and want to achieve early retirement and financial freedom. 

Investment advisory and financial planning services offered through Advisory Alpha, LLC, a Registered Investment Advisor. Insurance, Consulting, and Education services offered through Ideas by Mike, LLC, DBA 1.oak Financial. Ideas by Mike, LLC, DBA 1.oak Financial, is a separate and unaffiliated entity from Advisory Alpha, LLC.CFP Board owns the marks CFP®,  CERTIFIED FINANCIAL PLANNER®, and  CFP® (with plaque design) in the U.S. All opinions expressed are solely the opinions of the speaker, not Advisory Alpha, LLC. All videos are for informational purposes only and should not be construed as investment advice or be relied upon in making investment decisions.

Based in Virginia, offering virtual and in-person consultations.