Wealth Management
Stop settling for piecemeal financial solutions. Experience the peace of mind that comes from a truly holistic approach to wealth management that adapts with your life.
Trusted by families and businesses across Central California
Aaron J. Garabedian saw too many people struggling with fragmented financial advice. Traditional firms offered piecemeal solutions that left gaps in protection and missed opportunities for growth.
That's why he founded Blue Oak Wealth Management - to provide the comprehensive, holistic financial services that truly transform lives, not just manage money.
Listening to understand your unique goals and dreams
Collaborating to design plans that reflect your values
Adapting to life changes to maintain effective portfolios
Most people feel overwhelmed by conflicting financial advice, worried about making the wrong decisions, and frustrated by advisors who don't understand their complete picture.
We provide clarity, confidence, and comprehensive care.
Everything you need to build, protect, and transfer wealth - all under one roof with seamless coordination.
Holistic financial planning that considers every aspect of your life, from cash flow to estate planning, ensuring all pieces work together seamlessly.
Personalized investment strategies that adapt to your risk tolerance, timeline, and goals while maintaining optimal diversification.
Comprehensive protection strategies that safeguard your wealth and provide peace of mind for you and your loved ones.
Don't let another year pass with fragmented financial strategies. Experience the peace of mind that comes from comprehensive planning.
✓ No obligation • ✓ Comprehensive review • ✓ Personalized recommendations
Experience the difference that comes from working with a truly holistic wealth management firm.
We consider every aspect of your finances and life goals, ensuring nothing falls through the cracks. No more juggling multiple advisors with conflicting advice.
Every plan is uniquely designed for your specific situation. We don't believe in one-size-fits-all solutions because your life isn't one-size-fits-all.
We're here to support you through every stage of your financial journey, adapting your strategy as your life evolves and goals change.
Led by a seasoned professional with the credentials and experience to guide your financial future.
Aaron founded Blue Oak Wealth Management with a clear mission: to provide comprehensive financial services rather than the piecemeal solutions that leave clients vulnerable and confused.
With his extensive credentials as a Certified Public Accountant (CPA), Chartered Global Management Accountant (CGMA), and Accredited Investment Fiduciary (AIF®), Aaron brings a unique combination of tax expertise, global financial perspective, and fiduciary responsibility to every client relationship.
Take the first step toward financial transformation. Contact us today for your complimentary consultation.
Visit us in Fresno
7110 North Fresno Street
Suite 200
Fresno, CA 93720
Transform your financial future today. No obligation, just expert guidance.