Great Oak Capital Partners, LLC

Great Oak Capital Partners, LLC is a fee-only financial advisory firm based in Easton, Massachusetts, dedicated to providing evidence-based investment management and comprehensive financial planning to clients nationwide. We operate as fiduciaries, prioritizing our clients’ best interests above all else, and our approach is rooted in decades of academic research and a commitment to transparency. Unlike many advisors, we receive no commissions or fees based on the products we recommend, ensuring unbiased advice.

Our holistic planning process integrates investments, retirement, budget, estate, and tax strategies, fostering a truly collaborative and secure financial future. Founded in 2015 by William Sylvia Jr. and John Noonan III, CFP®, we combine decades of experience with a science-driven methodology, offering a unique and independent approach to wealth management. We are committed to building long-term relationships based on trust and a shared vision for success.