Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Benjamin Wilhelm CRPC®, AAMS®, CKA®
CEO/Financial Advisor
(570) 409-4592
benwilhelm@loneoakfinancial.com
Through the development of genuine, personal relationships with his clients, Ben strives to assist and simplify their financial affairs to give them the freedom to focus their attention on the things that they enjoy most. Ben holds two...
Brooke Landis
Administrative Assistant/ Medicare Specialist
(570) 409-4592
brookelandis@loneoakfinancial.com
Before working as administrative assistant at Lone Oak, Brooke Landis started her career in the financial services sector working in the banking industry where she achieved the position of assistant manager. She previously spent some...
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.