Fair Oaks Wealth Management

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Fair Oaks Wealth Management Financial Advisor CERTIFIED FINANCIAL PLANNER® practitioner at
Fair Oaks Wealth Management A financial advisory practice of Ameriprise Financial Services, LLC

As a financial advisor since 2013, I earned my AAMS™ and CRPS™ designations in 2018. I earned the Certified Financial Planner® certification in 2022. I work tirelessly as my client's LIFETIME advisor. Please visit https://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media.

10/06/2026

Confidence comes from having a plan and a trusted partner by your side.

That's why We proud to be backed by a firm that has helped clients navigate life's financial decisions for more than 130 years.

Election headlines come and go.​Historically, long-term market performance has been shaped more by economic growth, earn...
10/05/2026

Election headlines come and go.​

Historically, long-term market performance has been shaped more by economic growth, earnings and interest-rate trends than by election outcomes alone.​

That's why a disciplined, long-term investment strategy remains so important.​

If you'd like to discuss how current events may impact your financial strategy, We're here to help.

🍂 Fall has arrived at Fair Oaks Wealth Management 🍁We've added cornstalks, hay bales and pumpkins to our entrance and sm...
10/04/2026

🍂 Fall has arrived at Fair Oaks Wealth Management 🍁

We've added cornstalks, hay bales and pumpkins to our entrance and small fall touches inside and we're loving the cozy autumn feel. Thanks to People Share for joining in the fun.

We'd love to see how you're decorating for fall. Share a photo in the comments.

Wealth Management First

A few weeks ago, we celebrated our first year, transitioning our business to an independent practice, Fair Oaks Wealth M...
10/02/2026

A few weeks ago, we celebrated our first year, transitioning our business to an independent practice, Fair Oaks Wealth Management and we were honored to welcome over 100 friends, family, neighbors and fellow business owners throughout the evening.

From the ribbon cutting , to the conversations (and gyros and crepes), it meant the world to have you celebrate with us. Your support is what helps a new practice put down roots.

A special thank you to our out-of-state clients who sent us their congratulations and well wishes!

ameripriseadvisors.com/bob.halbert

09/29/2026

Financial confidence starts with a plan.

We work closely with clients to build strategies that reflect their goals, adapt to life's changes and help them move forward with greater confidence.

Finance in Plain English...What Is the Nasdaq?Nasdaq is a pioneering global electronic marketplace that revolutionized t...
09/23/2026

Finance in Plain English...
What Is the Nasdaq?
Nasdaq is a pioneering global electronic marketplace that revolutionized the buying and selling of securities. Originally an acronym for the National Association of Securities Dealers Automated Quotations, Nasdaq was established by the National Association of Securities Dealers (now known as FINRA) in 1971, ushering in the world’s first automated stock exchange.

09/22/2026
09/21/2026

Here’s why today's bond market may offer compelling income opportunities for investors, according to Ameriprise Financial Fixed Income Strategist Brian Erickson.

Fall is right around the corner and so is Fallfest.
09/20/2026

Fall is right around the corner and so is Fallfest.

How generous of Mission BBQ to provide our team with lunch.  After preparing for months for our Open House, it was nice ...
09/18/2026

How generous of Mission BBQ to provide our team with lunch. After preparing for months for our Open House, it was nice to be pampered.

Address

2315 N Susquehanna Trail, Ste D
York, PA
17404

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 3pm

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