Choose the Right Strategic Partner.


Making the move has to be right for your business, but it also has to feel right.

There’s a reason the industry’s top advisors and teams turn to Charter Oak when they’re ready to escape the status quo. 
Our model brings together the best in platform, process, and people to deliver an experience that’s both tactically excellent and refreshingly personal.

“Charter Oak stepped in with the expertise that our team needed, but frankly didn’t have the capacity to handle during our transition. They ran point on all of the time-sensitive details and logistics so we were freed up to focus on our clients and make their transition as smooth as possible. Charter Oak saved us time and stress and were a total joy to work with.”

Amy Jamrog, CFP, ChFC, CLU, CAP, CASL
Founding Partner + CEO, The Jamrog Group

Our mission is to build authentic relationships that redefine possible.

Powered by our reach and scale and brought to life by our people, platform, and process, this mission is more than aspirational.
It’s the very fiber of who we are, for the benefit of our communities, our partner firms, and their clients.


Partner Firms + Advisors

$9.8 billion

Policy + Account Values

$44.8 billion

In-Force Protection


Clients Served


Disbursed Charitable Grants


Years of Experience