Skip to content
Home
Contact Us
Member Login

OakHeart Financial Group

OakHeart Financial Group
Categories

Financial Services

Hours:

Monday- Thursday: 8:00 AM - 5:00 PM
Friday: 8:00 AM - 4:00 PM

Driving Directions:

From Hwy 29 heading N: Exit on Rio Road. Turn R on Rio Road. Turn R onto Glenwood Station Ln. Take a L and drive to the last building on the left. Take the stairs or elevator to the second floor.

About Us

Comprehensive financial planning tailored to your unique current situation and future goals.

Highlights

Images

The partners of OakHeart Financial Group: Joseph Feola, Michael Hancock and Kristen Hardy.
Our office is private, conveniently located and accessible with onsite parking.
Private Wealth Advisor, Joseph Feola, meets virtually, by phone or in person per client preference.
Financial Advisor, Edwin Yowell and Private Wealth Advisor, Kristen Hardy, collaborate on unique planning needs and goals.
The advisors at OakHeart Financial Group educate clients on goal progress, market conditions, lifestyle decisions and
Financial Advisor, Holly Tomski and Investment Specialist, David De La Ree Valencia collaborate to build more confidence in client portfolios.
Our Charlottesville Office Team works together to collect, account for, and sort donations for the annual collection with Toy Lift Charities
Financial Advisor, Shane Feist visits the Charlottesville Office from Palm Springs
Financial Advisor, Laura Pittman has over 15 years of experience in financial services

Events

Polo Tailgate at King Family Vineyards with OakHeart Financial Group
  • Join OakHeart Financial Group Financial Advisors Holly Tomski, Laura Pittman and Kristen Hardy at King Family Vineyards for a Polo Tailgate Picnic in Crozet, VA
  • Sunday Aug 16, 2026

Rep/Contact Info

Card image cap
Will Elvgren
Client Relationship Manager
Card image cap
Robyn Ross
Business Development Manager
Card image cap
Holly Menu of Services - Holly Tomski
Financial Advisor