Crimson Oak Wealth Management is a financial pillar for clients; a steadfast partner through all of life’s journeys; helping clients make financial decisions that are in their best interest.
An Oak tree is symbolic of life, wisdom, strength, longevity and stability. A Crimson Oak, resplendent in all its autumn glory, is a spectacular sight to behold.rimson Oak Wealth Management is a financial pillar for clients; a steadfast partner through all of life’s journeys; helping clients make financial decisions that are in their best interest.
Who WE ARE
Our History
Founded in 2014 by Dr. Mohua Das, Crimson Oak Wealth Management was established to provide personalized, fiduciary financial guidance grounded in academic excellence and a deep commitment to client success.
Academic Foundations
Dr. Das brings a Ph.D. in Economics from Syracuse University and experience as an assistant professor, ensuring that our strategies are both research-driven and tailored to individual needs.
Client-Centric Philosophy
As a fee-only Registered Investment Advisor, we prioritize our clients' best interests, offering transparent, commission-free services that focus solely on their financial goals.
Specialized Expertise
We specialize in comprehensive financial planning, investment management, and estate strategies, with a particular focus on serving physicians, business owners, and corporate executives.
Community Engagement
Beyond financial advising, Dr. Das actively participates in organizations like the Bluegrass Estate Planning Council, reflecting our dedication to both professional excellence and community involvement.