# Red Oak Financial Group
Source: https://planprovider.pro/provider/red-oak-financial-group

> Family-owned since 1978, Red Oak Financial Group is a registered investment advisor with roots in Towson, Maryland, serving the Baltimore metro area and clie…

Retirement Plan Advisor

Towson, MD

## About Red Oak Financial Group

<p>Family-owned since 1978, Red Oak Financial Group is a registered investment advisor with roots in Towson, Maryland, serving the Baltimore metro area and clients beyond through an additional office in central Illinois (Lincoln).</p>

<p>The firm manages $0.8B in assets (2026) and works with individuals and families on retirement planning, legacy planning, and investment management. Red Oak also advises employer retirement plans, including 401(k) and 403(b) programs, along with non-qualified deferred compensation plans.</p>

<p>Red Oak’s work centers on fiduciary, objective advice and a team-based process where planning and portfolio decisions are reviewed collaboratively. A consistent theme in their approach is “money with meaning,” tying investment choices and retirement income planning to the goals a client wants their resources to support.</p>

<ul>
<li>Registered investment advisor (RIA) and <a href="/plan-advisors">plan advisor</a> services</li>
<li>Retirement plan guidance for 401(k), 403(b), and non-qualified deferred compensation plans</li>
<li>Financial planning for pre-retirees, retirees, and multigenerational legacy goals</li>
<li>Investment management focused on preserving and growing assets over time</li>
</ul>

Website: [https://www.redoak1978.com/](https://www.redoak1978.com/)

Founded: 1978

## Office Locations

- Towson, MD (Headquarters)

- Lincoln, IL

## Client Statistics (2026)

- Total Clients: 0

- Total AUM: $836.8M

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