Welcome to Valley Oak
Our goal is to grow & protect our clients' wealth.
Seeking Success By Working Together
We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.
Learn More About How We Can Help You Grow
We Strive To Put You On The Road Toward Success
We believe in building lifelong client relationships and creating raving fans. Our clients pay lower taxes with our proven, custom strategies for all stages of business and life.
Founded in 2006 by Matt & Amber Rzepka, Valley Oak is a specialized financial services firm that offers a variety of solutions to help small business owners maximize the full value of their business and to always plan for the future.
We believe our team is our strongest asset in delivering the best service to our clients. Click here to meet the friendly faces of Valley Oak.
We believe that the power of a dollar is best utilized in the hands of the business owner and we work with our clients to help them determine how best the tax code can serve them and their businesses.
We offer a broad range of services to help your family and your business plan for the future in an effort to make sure you are maximizing your full financial potential.
Learn more about our amazing team of professionals.
Chief Wealth Strategist
Office Administrator - Kalamazoo
Director of Operations
Office Administrator - Charlotte
There's a lot of confusion around the new Tax Reform and Jobs Act. Luckily, we're here to help. This Ebook will tell you everything you need to know about the biggest tax overhaul in 30 years.