Oakfield Financial Group is an advisory practice focused on safe-money investment strategies and coordinated financial planning — for individual clients across the country, and for the partner agencies that trust us with theirs.
Evan is the founder and Principal Advisor of Oakfield Financial Group. He began his career in traditional money management — stocks, bonds, and mutual funds — and developed a firsthand perspective on the trade-offs those instruments carry for most investors: too much market exposure, too many hidden fees, and portfolios that took years to recover from market losses.
He was later introduced to a more quantitative, algorithmic, actuarial approach to investing — portfolios engineered to protect principal while still capturing meaningful upside. After implementing those strategies into client portfolios and watching the difference they made, he founded Oakfield, an independent firm built entirely around safe-money investment strategies.
Today Evan works directly with individual clients across the country and consults with independent P&C agencies, CPAs, and other financial services professionals who want a specialist they can partner with.
When he's not in the office, Evan is usually on his farm or in the woods with his two golden retrievers — Nakoa and Moki — both working bird dogs. The three of them spend most of their free time hunting, fishing, and out in the field together. If you meet with him at the office, there's a decent chance one or both will show up too. Evan is a U.S. Coast Guard veteran.
Between client work, Evan spends a portion of every day on research to develop better strategies — tracking rates and studying what's actually working in real portfolios. The plan a client walks away with isn't last year's playbook. It's built off the best options on the table today.
Every plan starts with the question "what happens in a bad year?" — because that's the math that ruins retirements. Principal has to be protected contractually before we talk about growth.
Safety doesn't mean settling. The strategies we use participate in market gains — historically in the high single digits and low double digits — without the losses that come with direct exposure.
The average American portfolio bleeds 2-3% a year in combined advisor fees, expense ratios, and hidden costs. Ours don't. You see every cost, understand why it's there, before anything gets structured.
