Introducing 1.oak Financial
One of a Kind Financial Planning for your One of a Kind Life
Our Evolution
What began as Ideas by Mike has evolved into a collaborative vision driven by a team of passionate professionals. Over time, we realized our clients were connecting with something bigger: a philosophy of personalized, one-of-a-kind service that extends beyond any single advisor.
We're proud to now be known as 1.oak Financial, a brand that celebrates our growth, the relationships we've built, and our continued commitment to you.
Why 1.oak Financial?
The name 1.oak, short for "One of a Kind," reflects our mission to provide truly personalized financial strategies. We don't believe in cookie-cutter plans. We believe in solutions crafted for the individual, for your values, your goals, and your future.
This change isn't just cosmetic, it's a reflection of who we’ve become: a diverse, talented team unified by one mission.
Celebrate With Us
at the 1.oak Launch Party
📍 Location: 5005 Colley Avenue
📅 Date: Thursday, October 2, 2025
🕓 Time: 4:00 PM – 7:00 PM EST
🍽️ Food & Refreshments Provided
🔒 Invite-Only Event
Parking location will be shared soon. Parking will be limited. Rideshare or Lyft/Uber are recommended.
Please continue to check this page for additional event details as we get closer.
RSVP Using the Form Below
If you have any questions or concerns regarding the event, please reach out to Sr. Client Services Manager, Liz Mundey, at liz@mikemilligancfp.com or (757) 767-4412.
If you have a question or request regarding an account, please click here to complete the Client Service Request Form
