• OUR MISSION

    Creating Vibrant Community
    by helping LGBTQ people along their way


     

     
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    THE LGBT COMMUNITY CENTER OF THE DESERT
    760.416.7790 This email address is being protected from spambots. You need JavaScript enabled to view it.

OakHeart Financial Group, a private wealth advisory practice of Ameriprise Financial Services, Inc. has been serving clients nationwide for almost 27 years.  We have offices in Palm Springs, CA, Charlottesville, VA and the Washington, D.C. metro area.

Our mission is to create more confidence in our client’s financial future by creating tailored personalized advice to help them achieve what matters most to them.

OakHeart Financial Group believes that supporting non-profit groups in our community is an integral part of who we are.  We have supported through volunteer work, as well as financially, AIDS Assistance Program-Food Samaritans and the LGBT Community Center of the Desert in the Palm Springs area. In Charlottesville, we support many agencies including Ronald McDonald House of Charlottesville, Blue Ridge Medical Center, Habitat for Humanity of Greater Charlottesville, Blue Ridge Area Food Bank, Feeding Greene, American Cancer Society Relay for Life of Amherst and Nelson Counties and many others.

Michael Hancock, JD, CFP®, Private Wealth Advisor, is the Chief Executive Officer of OakHeart Financial Group, and was recently named to Forbes Best-in-State Wealth Advisors list, 2019, awarded to advisors who provide clients with a high-quality experience and lead the way in the industry.  Michael was also recently named to the prestigious Ameriprise Chairman’s Advisory Council (2019).  The Council is comprised of our best advisors based on their commitment to meeting and exceeding the needs of their clients and delivering exceptional service. 

 

If you would like to set up time to discuss how we may help you gain the freedom to live financially confident and in control, please reach out to us.

Our website, www.oakheartfinancialgroup.com and our Facebook page, www.facebook.com/OakHeartFinancialGroup have our contact information. 

 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Ameriprise advisors receive compensation for financial advisory services in the form of commission and fee.

Forbes/SHOOK Research listings are based on data compiled by many of the nation’s most productive advisors, selected by their firms, which is then submitted to and judged by SHOOK Research. Key factors and criteria include: assets under management, revenue produced over a three-year period, regulatory and compliance record, and credentials/years of professional experience. Portfolio performance is not a factor. This award is not indicative of this advisor’s future performance. Neither Forbes nor SHOOK Research receives compensation in exchange for placement on the ranking.

Michael Hancock: CA Insurance #0F50530.

Investment advisory products and services are made available through Ameriprise Financial Services, Inc., a registered investment adviser.     

Ameriprise Financial Services, Inc. Member FINRA and SIPC.

© 2019 Ameriprise Financial, Inc. All rights reserved.

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PWA OakHeart Financial Group Reg B 002

Additional Info

  • The LGBT Community Center of The Desert

    The McDonald/Wright Building

    1301 North Palm Canyon Dr, 3rd Floor
    Palm Springs, CA 92262

    760.416.7790 This email address is being protected from spambots. You need JavaScript enabled to view it.

    Open Monday - Friday 8:30am - 4:30pm

    The Center is a non-profit 501 (c)(3) public charity
    EIN # 33-0937301

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