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Acorn & Oak Wealth ManagementFinancial advisor in Wake Forest, NC

Acorn & Oak Wealth Management is a financial advisor in Wake Forest, NC, ranked #29 of 203 financial advisors in Wake Forest and rated 5.0 from 7 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Wake Forest, NCUpdated 0 paid placements in any rankingHow we rank

Call (919) 578-2609Website ↗

Key facts

Key facts about Acorn & Oak Wealth Management
Phone(919) 578-2609
Websiteacornandoakwm.com
HoursMonday to Thursday: 9 AM – 5:30 PM; Friday: 9 AM – 4 PM
Google rating5.0 from 7 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Wake Forest and 8 towns within 25 miles: Salisbury, Statesville, Lexington, Mooresville, Clemmons, Kannapolis, Lewisville and Davidson.

Based in Wake Forest, NCView on map

Opening hours

Opening hours for Acorn & Oak Wealth Management
DayHours
Monday9 AM – 5:30 PM
Tuesday9 AM – 5:30 PM
Wednesday9 AM – 5:30 PM
Thursday9 AM – 5:30 PM
Friday9 AM – 4 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Acorn & Oak Wealth Management

How is Acorn & Oak Wealth Management ranked in Wake Forest?

Acorn & Oak Wealth Management is ranked #29 of 203 financial advisors in Wake Forest by RFA Score, with 67 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Acorn & Oak Wealth Management’s hours?

Acorn & Oak Wealth Management is open Monday to Friday. Its listed hours are Monday to Thursday, 9 AM – 5:30 PM; Friday, 9 AM – 4 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Acorn & Oak Wealth Management serve?

Serves Wake Forest and 8 towns within 25 miles: Salisbury, Statesville, Lexington, Mooresville, Clemmons, Kannapolis, Lewisville and Davidson. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Acorn & Oak Wealth Management?

Acorn & Oak Wealth Management has a rating of 5.0 from 7 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Acorn & Oak Wealth Management?

Call Acorn & Oak Wealth Management on (919) 578-2609. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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