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Our Firm

Glen Oak Financial, Inc. is a boutique wealth management practice based in the Western Suburbs of Chicago. For more than 10 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.

Dharmesh Goel helps physicians and business owners 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 two focused clientele categories: Physicians/Medical Professionals and Business Owners/Executives.

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.

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  • Dealing with Divorce

    Some considerations for a divorcing couple who are dividing marital assets, such as retirement accounts, and filing for Social Security.

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