Hudson Oak Wealth Advisory LLC

Hudson Oak Wealth Advisory LLC provides wealth management services to individuals, high net worth clients, families, trusts, charitable organizations, and closely held businesses, offering financial planning and discretionary portfolio management. Like many independent advisers, the firm focuses on individual clients and typically charges asset-based fees while operating as a solo practitioner.

The firm’s investment process is anchored in comprehensive financial planning, with portfolios primarily built using low-cost mutual funds and exchange-traded funds and guided by an investment policy tailored to each client’s goals, risk tolerance, and tax situation. It manages accounts mainly on a discretionary basis, may recommend third‑party sub‑advisors for specialized needs, and can incorporate held‑away retirement plan accounts into its overall asset allocation and rebalancing work.

Distinctive for an independent firm, Hudson Oak is affiliated with an accounting and tax preparation practice and is led by an owner with CPA/PFS, CFP®, and MST credentials, enabling integrated tax-informed planning alongside investment management; tax services are available through the affiliate and may be offered at reduced or waived fees to advisory clients. The firm also emphasizes employer equity compensation and employee benefit optimization—addressing RSUs, ISOs, ESPPs, concentration risk, and the tax consequences of equity events—and coordinates investment advice with estate and tax planning.