Wealthbox has announced a new firmwide CRM agreement with Red Oak Financial Group, an independent financial services firm based out of Maryland with a history of delivering client-focused investment and wealth management solutions since 1978. Under the terms of the agreement, Wealthbox will be rolled out initially to a team of 20 users at Red Oak Financial Group—equipping them with a modern CRM to enhance productivity and strengthen client relationships.

Red Oak Financial Group chose Wealthbox for its user-friendly design, advanced automation capabilities, and ability to seamlessly integrate with essential financial tools. By adopting Wealthbox, the firm seeks to streamline internal processes, foster better teamwork, and provide clients with even more tailored and efficient financial services. This transition underscores Red Oak Financial Group’s commitment to using cutting-edge technology to enhance both advisor productivity and client satisfaction.

Jocelyn Eppensteiner, Chief Operating Officer at Red Oak Financial Group

“Wealthbox stood out for its seamless integration with our existing technology, intuitive user experience, and ability to enhance team collaboration,” said Jocelyn Eppensteiner, Chief Operating Officer at Red Oak Financial Group. “By implementing Wealthbox, our advisors can work more efficiently, improve operational workflows, and dedicate more time to crafting personalized financial plans that meet our clients’ unique needs.”

“We are thrilled to welcome Red Oak Financial Group to Wealthbox and support their mission of delivering exceptional financial guidance,” said Jomin Bishop, VP of Enterprise Sales at Wealthbox. “With Wealthbox, their team will have the tools to optimize client management, automate key processes, and continue building meaningful client relationships.”

Jomin Bishop, VP of Enterprise Sales at Wealthbox