Financial Advisor Kirk Paulsen

Kirk Paulsen

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About The Financial Firm

River Oak Partners, LLC



Kirk Paulsen is owner and founder of River Oak Partners, an independent financial services practice in Mt. Pleasant, SC. 

We serve as guides to individuals and small business owners, providing planning and investment advisory services, to advance client objectives through dedicated and thoughtful implementation.

  1. Our INDEPENDENCE allows us to put what is most important first, you, our clients.
  2. The TRUST clients place in us is the greatest honor we could achieve. Maintaining that trust is our greatest responsibility.
  3. We call ourselves GUIDES because it’s closer to what we do. An adviser advises or counsels, then sends you on your way. A guide walks the path with you until you reach your destination.
  4. CLIENTS are the foundation of our firm. We refer to you as partners and ask you to join us because that’s how we see the relationship, as a partnership.
  5. OBJECTIVES are the goals we develop with you. We believe in goals based planning and investing. It allows us to stay focused on long term out comes and not be derailed by short term noise.

 

"The greatness of a man is not in how much wealth he acquires, but in his integrity and his ability to affect those around him positively." -Bob Marley

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Important Investing Information: Not all investments and services mentioned are available in all states. Money Concepts registered representatives are restricted to conduct business only with residents of a state and/or jurisdiction for which they are properly registered. When investing from outside of the United States, you are subject to the securities and tax regulations governing your jurisdiction. Contact us directly for detailed information about investment regulations outside of the United States. Registered Representatives State License Disclosure

Kirk Paulsen is an independent contractor of Money Concepts

note: River Oak Partners, LLC is an independent firm and not affiliated with Money Concepts

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