Oak Crest Advisory, LLC

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Home | Oak Crest Advisory LLC Skip to main content menu Home About Our Team Our Process Our Philosophy Who We Serve Our Services Financial Planning Retirement Planning Investment Planning Estate Planning Resources Financial Calculators Useful Links Contact Client Login Form CRS Form ADV What is your Financial Freedom? Learn More About Oak Crest Oak Crest Advisory, LLC is a comprehensive financial planning wealth management firm that assists individuals and small businesses with achieving their financial goals. We are in a unique position to meet all of your financial planning needs all under one roof. Our typical client engages with us to create a coordinated plan to address short and long-term financial planning needs, customized and proactive investment management, tax planning tax preparation, estate planning risk management reviews. In addition to our in-house expertise, we have a team of trusted advisors who we can use to implement any recommendations such as insurance needs or legal services. Our Team Bryan Gray CFP® , CPA Member and Director of Financial Planning 585-250-0288 bgray@oakcrestadvisory.com Bryan has been a trusted Financial, Tax and Business advisor for over a decade. His primary focus of financial planning is serving small business/self... Mike Strong MBA, CFS®, CIMA® Member Chief Compliance Officer 585-563-1106 mstrong@oakcrestadvisory.com Mike is the newest Member to the Oak Crest Advisory Team. Over the past decade Mike has walked his clients through t

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