Welcome to Lone Oak Financial Services
Holistic, values-based financial strategies tailored to your goals.
It's Time to Think Differently about Your Money.
At Lone Oak Financial we believe that when investing you should not be influenced by mainstream media, greed, or fear but by ways that are in alignment with your core values and personal beliefs.
Guidance that is Wise and True.
That person is like a tree planted by streams of water,
which yields its fruit in season And whose leaf does not wither—
whatever they do prospers.
Psalms 1:3
The Process is Simple

Clients Like You
Enjoy the fruits of your labor. We will help you plan for your retirement and excite you for what’s to come.

How We Work With You
We firmly believe that we are purposed with helping you succeed, knowing that our reward is more than just monetary gain and that our business will flourish most when you are completely satisfied.

Find What is Important to You
This is the moment you’ve been waiting for – an opportunity to spend more time with your family, travel to your favorite destinations, or dedicate yourself to the hobbies you love. Are you prepared?
Lone Oak offers a variety of financial services.
As a respected financial advisory firm in the Susquehanna Valley, our reputation thrives on personal relationships and customer satisfaction. We know we have done our job when our clients are truly confident in their financial stability.
From growing your wealth to planning for your family’s future, Lone Oak Financial Services wants to help you plan your financial strategy.