Our vision is to become the most respected risk and wealth management firm in the
markets we serve, through the strength and quality of our advisor network.
Charter Oak’s advisors are former business owners, CEOs, and educators. They’re parents, caretakers,
and community members. We believe the diversity of our experiences contributes to our strength
and quality—and gives us deeper insight into the unique situations you face every day.
Search for a financial professional below by either name, keyword, or ZIP code.