Fair Oaks Wealth Management

Fair Oaks Wealth Management Financial Advisor CERTIFIED FINANCIAL PLANNER® practitioner at
Fair Oaks Wealth Management A financial advisory practice of Ameriprise Financial Services, LLC

As a financial advisor since 2013, I earned my AAMS™ and CRPS™ designations in 2018. I earned the Certified Financial Planner® certification in 2022. I work tirelessly as my client's LIFETIME advisor. Please visit https://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media.

Fair Oaks is now on Insta!  See you there!
06/06/2026

Fair Oaks is now on Insta! See you there!

06/06/2026
That's an interesting question...Let's explore. Explore how biological instinct drives market cycles and what this might...
06/05/2026

That's an interesting question...Let's explore.

Explore how biological instinct drives market cycles and what this might mean for future market performance.

Why your natural instincts could impact your investment returns.

Please join us in congratulating Bonnie Dietz  as we celebrate her  one  year anniversary with Bob Halbert's Team. Thank...
06/02/2026

Please join us in congratulating Bonnie Dietz as we celebrate her one year anniversary with Bob Halbert's Team. Thank you for all that you do for our clients and team!

Since today is 5/29...it's the perfect time to think about 529 College Plans. Are you saving enough for college? From 52...
05/29/2026

Since today is 5/29...it's the perfect time to think about 529 College Plans. Are you saving enough for college? From 529 plans to Coverdell Education Savings Accounts, there are numerous saving options to consider. We can help you weigh the pros and cons of each. If you'd like more information, please give us a call.

What to consider as you choose an appropriate saving vehicle to meet your goals.

Did your parents ever talk to you about money? Ameriprise research reveals today’s parents do, helping kids prepare for ...
05/28/2026

Did your parents ever talk to you about money?

Ameriprise research reveals today’s parents do, helping kids prepare for college and student loan debt

We can help you and your child prepare financially for life after graduation.

This Memorial Day, we remember those who gave their lives in service to our country.
05/25/2026

This Memorial Day, we remember those who gave their lives in service to our country.

Long weekend vibes are here. Hopefully the weather doesn't dampen your plans.  Whether you're relaxing, traveling or spe...
05/22/2026

Long weekend vibes are here. Hopefully the weather doesn't dampen your plans. Whether you're relaxing, traveling or spending time with loved ones, we hope your weekend is meaningful and safe.
Remember. Honor. Reflect

Long-term care is something many people don’t think about until they need it, but planning ahead can make a big differen...
05/20/2026

Long-term care is something many people don’t think about until they need it, but planning ahead can make a big difference. Learn more about long-term care insurance and if it’s right for you.

Find out how long-term care insurance works and if it’s the right solution for you.

It was such a beautiful day for an old fashioned lemonade stand.  Proud of our little entrepreneurs.  Teach them young.
05/18/2026

It was such a beautiful day for an old fashioned lemonade stand. Proud of our little entrepreneurs. Teach them young.

Address

2315 N Susquehanna Trail, Ste D
York, PA
17404

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 4pm

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