Our Firm

Glen Oak Financial, Inc. is a boutique wealth strategies practice based in the western suburbs of Chicago. For nearly 20 years, the financial professionals at Glen Oak Financial have specialized in meeting the needs of physicians, medical professionals and business owners. Our wide range of capabilities allow us to focus on building wealth plans that align with personal values and family goals.

Founder Dharmesh Goel helps physicians, business owners, and families establish custom solutions tailored to their unique situation with a strong foundation for managing assets and setting financial retirement goals. He is a highly sought after lecturer and instructor and conducts regular workshops for physicians and medical professionals.

We offer a variety of products that can help you meet a number of insurance and financial needs; however, unlike many other financial firms, we do not try to be everything to everyone. We specialize in three focused clientele categories: Physicians/Medical Professionals, Business Owners/Executives and Individuals/Families.

For these clients, we do only three things and frankly, we do them exceptionally well: Investment Advisory Services*, Financial Planning*, and Comprehensive Insurance Design.

*Financial planning and investment advisory services offered through Dharmesh's affiliation with Eagle Strategies LLC.