FINANCIAL PLANNING
FOR CRNAs AND NPs
Helping you achieve financial independence
and Retire on your terms
- Lower Taxes
- Make Work Optional
- Invest Smarter
Brett Fellows, CFP® Named a Wealthtender Voice of the Client™ Highly Rated Advisor for 2025
Wealthtender’s Voice of the Client Awards recognize financial advisors and wealth management firms that consistently receive superior client reviews. To qualify, advisors must achieve an average client review rating of 4.75 or higher (on a scale of 1-5) based on a minimum number of eligible client reviews published on Wealthtender.
Money Is Complicated for CRNAs and NPS
Few careers offer the financial upside of being a CRNA or a NP. Yet, more income, debt, and professional demands can lead to costly mistakes and feeling behind.
You probably have questions…
“How do I get answers to my financial questions that also empower me to make financial decisions?”
“How do I gain more confidence and peace in my financial future and how will I know when working is a matter of choice for me?”
“Can someone structure my financial planning so I can go on auto-pilot mode because we’ve set a plan, and we’re adhering to it?”
“Is there an advisor who is comprehensive and focused on the unique financial needs of CRNA and NP professionals?”
Interested in Working Together?
Get started in three easy steps:
Step #1: Schedule Your Pre-Op Assessment
Learn how we can help you lower taxes and improve retirement success.
Step #2: Take a Time-Out!
Reflect on whether our expertise will benefit you and your family.
Step #3: Induction of Ongoing Advice
Hire us to do the heavy lifting so you can enjoy retirement!
Why Oak Capital Advisors?
The Oak Capital Difference
Experts in helping CRNAs maximize income, reduce taxes, and invest smarter.
What you get:
Fiduciary Responsibility
We have a legal and ethical obligation to put your interests first.
Transparent Pricing
We pride ourselves on providing the best service tailored to practice owners and have no hidden fees.
Unique Expertise
Only 25% of U.S. financial advisors are CERTIFIED FINANCIAL PLANNER™ Professionals.
Source: CFP.net, Cerulli.com
About Oak Capital Advisors
CRNAs and NPs are passionate experts in their industry. But when it comes to their finances, they want an advisor that actually understands their profession.
We’re an award-winning CFP® Professional helping CRNAs and NPs:
- Integrate their practice ownership goals with their personal finances.
- Measure financial progress, grow and protect wealth, and intentionally build a life of abundance.
Take the guess-work out of your
financial future.
Start your financial planning journey by booking a complimentary consultation.
