A team of five New Jersey-based financial advisors who previously managed more than $2.3 billion in client assets has launched Laurel Oak Wealth Management, a new independent registered investment advisory firm.
The firm delivers personalized financial planning and investment management to clients across the U.S.
Founded by industry veterans Christopher Heiser, Robert Andreacchio, Louis LaSelva, Matthew Fitzgerald, and Keith Radimer, Laurel Oak combines more than 135 years of collective wealth management experience.
Previously with Ameriprise Financial, the team has served multigenerational families, professionals, and business owners.
“Our goal in launching Laurel Oak was to create a firm where advice is personal, communication is clear, and clients always come first,” said Heiser. “As an independent RIA, we now have the flexibility to tailor strategies without the limitations of a corporate agenda.”
Going independent also meant adopting a modern tech stack, helping to streamline onboarding, reporting, and communication.
“Our growth has always been rooted in one principle: showing up for people when it matters most,” added LaSelva. “Laurel Oak represents that mindset at scale.”
Laurel Oak’s main office is located at 5 Greentree Center, 525 Route 73 N, Suite 200, Marlton, NJ.