Our Brand

Our Name

The word “Glen” means “a narrow and deep valley," which perfectly defines our approach to wealth management.

What we mean by that is some people do everything an inch deep and a mile wide. This means they do a lot of things, but none of them very well (a.k.a. Generalist). We are 180 degrees different. We specialize in a small market segment and have deep knowledge and experience in those narrow areas.

Furthermore, in etymology, people given the name Glen are defined as trustworthy, respecting the confidences of others, make excellent partners, they are often very intuitive and they like detail and order. This accurately describes what you will experience when doing business with us.

The word "Oak" symbolizes strength, courage, wisdom and humility, which is also how we approach managing your assets and retirement planning.

Our Tagline

Note the words Unique and Perspective are single words, separated by periods. It is not a statement. It is two individual words. Our approach is truly Unique. We have a process to help guide you to the life, retirement and legacy you have always imagined. Perspective is an intangible, but incredibly valuable asset that any good, trusted advisor should bring to the table.

It is always prudent to have trusted advisors who can bring different perspectives to your goals and plans. There is a reason for the old adage “Can’t see the forest for the trees”. This expression means someone who is too involved in the details of the situation to be able to see it as a whole. We bring that holistic perspective to you and your team of advisors.

Our Icon

Our icon, or symbol also has special meaning. The intertwined “G” and “O” do stand for Glen Oak, however they also stand for the word “Go”, which is the name of our process. We are where the TV ads stop, and where the rubber meets the road in the real world.

Lastly, the interlocking visual of the “G” and the “O” are symbolisms. The “chain link” represents protection and the interlocking nature means all parts of your financial world need to be tied together, in one comprehensive plan, in order to meet your goals and experience true peace of mind. Our experience has found you can’t just look at one facet in isolation to get the outcome you desire.

Neither SHOOK nor Forbes receives any compensation in exchange for placement on its Top Financial Security Professional (FSP) rankings, which are determined independently (see methodology). FSP refers to professionals who are properly licensed to sell life insurance and annuities. FSPs may also hold other credentials and licenses which would allow them to offer investments and securities products through those licenses. Ranking algorithm is based on qualitative measures learned through telephone, virtual and in-person interviews to measure best practices. Also considered: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management, sales figures and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and audited performance reports are rare. Individuals must carefully choose the right FSP for their own situation and perform their own due diligence. SHOOK’s research and rankings provide opinions intended to help individuals choose the right FSP and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. For more information, please see www.SHOOKresearch.com . SHOOK is a registered trademark of SHOOK Research, LLC.

Our Location

2001 Butterfield Rd, Suite 800
Downers Grove, IL 60515

Where We Do Business

States we're licensed in.

Get in Touch

(630) 795-6985
DGoel@GlenOakFinancial.com

GET A SECOND OPINION