The Red Oak Edge7 min read
Red Oak Financial Asset Management
Our mission is to help build, protect and preserve the wealth of our clients.
Red Oak Financial Asset Management helps you navigate the market, plan for the future, and protect what matters most — with a trusted team that looks at your entire financial picture.
Our Promise
"We look at the entire picture — because your financial life doesn't fit in a box."
At Red Oak Financial Asset Management, we believe great financial guidance starts with listening. We take the time to understand where you've been, where you are, and where you want to go — then we build a plan that's truly yours.
What We Stand For
Rooted in Values. Guided by Purpose.
Growth
We are committed to helping your wealth grow thoughtfully — through disciplined investment strategies designed for the long term.
Gratitude
We are grateful for the trust our clients place in us. That trust is something we never take for granted, and it shapes everything we do.
Responsibility
We act as fiduciaries — always putting your best interests first. Your financial wellbeing is our responsibility, and we take it seriously.
How We Help
A Holistic Approach to Financial Planning
Investment Management
We manage your portfolio with care and discipline — navigating market changes so you don't have to do it alone.
Retirement Planning
Whether retirement is years away or right around the corner, we help you build a clear, confident path to financial independence.
Tax Planning
From income strategies to tax considerations, we look at every dimension of your financial life — not just your investments.
Wealth Preservation
Protecting what you've built is just as important as growing it. We help you preserve your wealth for the years and generations ahead.
Complimentary Resource
Request a Copy of Our Book "Home Run Financial Planning"
Written by Steve and Adam Straseske We would love to send you a complimentary copy of our book. Click the button below to provide your mailing information and we will send a copy your way.
Branching Out Events
Education, community, and the markets — come join us
July 30, 2026Free
Social Security Seminar
6:00 PM – 7:30 PM
Pflugerville Public Library1008 W Pfluger St, Pflugerville, TX 78660
August 6, 2026Free
Social Security Seminar
6:00 PM – 7:30 PM
Pflugerville Public Library1008 W Pfluger St, Pflugerville, TX 78660
August 12, 2026Free
Retire Everest Movie Event
6:00 PM
Flix Brewhouse — Round Rock2200 S I-35 Frontage Rd, Suite B1, Round Rock, TX 78681
August 13, 2026Free
Social Security Seminar
6:00 PM – 7:30 PM
Round Rock Public Library216 E Main St, Round Rock, TX 78664
November 12, 2026Free
Social Security Seminar
6:00 PM – 7:30 PM
Round Rock Public Library216 E Main St, Round Rock, TX 78664
Roots & Returns
Market Trends, Investment Principles, Income Ideas, and Key Financial Concepts
Ready to take the next step?
A conversation costs nothing. Let's talk about where you are, where you want to be, and how Red Oak Financial Asset Management can help you get there.