Markets We Serve

1.oak Financial is headquartered in Norfolk, Virginia, and serves families in Virginia, Tennessee, Ohio, Wisconsin, Texas and Hawaii. Every market gets the same thing: a local guide, the full planning team behind them, and a One of a Kind Financial Plan™ built around your story.

Norfolk, VA

Hampton Roads

Mike Milligan, CFP® & Michelle Costner

Virginia Beach, VA

Hampton Roads

Mike Milligan, CFP® & Michelle Costner

Chesapeake, VA

Hampton Roads

Mike Milligan, CFP® & Michelle Costner

Nashville, TN

Middle Tennessee

Josef Mehall

Ohio

Scotty Liberatore

Wisconsin

Eric Picard

Texas

Marcus Washington

Hawaii

January Liddell

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1.oak Financial | 5005 Colley Avenue | Norfolk, VA 23508
Phone: (757) 909-7151 | Client Service: (757) 767-4412 | Email: contact@1oakfinancial.com

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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. Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.