Today we’d like to introduce you to Amanda Penrose Dillon Burdette.
Hi Amanda Penrose, please kick things off for us with an introduction to yourself and your story.
Oakbridge Financial Group started when four advisors came together with a shared vision to create a firm that can serve our community, clients, staff, and advisors based on shared values, mission and vision. Our mission is to deliver independence secured for generations. We came together in 2018 and started this journey with the vision to grow our firm to where we can be the primary source of financial advice in the triangle area. We faced ups and downs, including covid and economic adversity but we’ve pulled through and are stronger than ever. We have grown tremendously over the years and to show our thanks we have started hosting appreciation events for our clients. Our first client appreciation event was this year in Raleigh, where we served hors d’oeuvre, desserts and drinks, while being surrounded by games and live music. Not only do we want to show thanks to our clients but to our amazing community as well. Therefore, we choose a nonprofit to dedicate our time to, this year being the Alliance Medical Ministry, where we planted and picked crops for the garden at the Ministry.
Would you say it’s been a smooth road, and if not what are some of the biggest challenges you’ve faced along the way?
It has not been a smooth journey. One of the major incidences we had to maneuver around was covid. We started our firm, primarily meeting with clients face to face so there were a lot of adjustments we had to make switching to 100% virtual. However, now that we have implemented a great process for virtual meetings, we are now able to serve clients outside of Raleigh as well. Another factor that has caused some bumps in the road is a volatile political and economic atmosphere, which can cause people to be reluctant and hesitant in financial decision making. With our amazing advisors, we have been able to provide reassurance and confidence to our clients even during times of uncertainty.
Thanks – so what else should our readers know about Oakbridge Financial Group?
We offer comprehensive financial advice that brings confidence and clarity to someone’s financial situation. We take them through a process that has a professional approach that gives recommendations on how somebody can improve their finances with programs like, investments, retirement planning, tax mitigation strategies and much more.
What truly sets us apart is our long standing, deep relationships with our clients, where they know we always have their best interest at heart. Having clients retire with more financial stability than they ever thought possible is such a rewarding feeling. Those relationships give us the honor of being a trusted resource to our clients and their loved ones, which is what we take most pride in.
What does success mean to you?
Our success is defined by our client’s success. We are the only business in the world where people give us money, and we give them even more back. It’s common for people to be nervous when it comes to investing but at the end of their investment journey, they say it’s the best decision they made financially. And that is how we define our success.
Contact Info:
- Website: https://www.oakbridge-financial.com/
- LinkedIn: https://www.linkedin.com/company/oakbridgefinancialgroup
