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5747 Perimeter Drive

Suite 240

Dublin, OH 43017

Phone: (614) 956-4180

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Office: (614) 956-4180

5747 Perimeter Drive

Suite 240

Dublin, OH 43017

contact@tri-oakpwm.com

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¹2020 Forbes Top Next-Gen Wealth Advisors: Awarded July 2020; Data compiled by SHOOK Research LLC based on the time period from 3/31/19 - 3/31/20 (Source: Forbes.com). The Forbes Top Next-Gen Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.