OakHeart Financial Group Earns 2025 Ameriprise Client Experience Award

Charlottesville, Virginia – February 23, 2026 – OakHeart Financial Group, a private wealth advisory practice of Ameriprise Financial, Inc. has earned the Ameriprise Client Experience Award for 2025.
 
OakHeart Financial Group was honored with this award because of their ability to consistently deliver personalized, goal-based advice and exceptional client service. Award recipients earned an overall client satisfaction rating equal to or greater than 4.9 out of 5.0 and maintained stellar business results. The award represents an elite group of Ameriprise advisors recognized as leaders for their commitment to making a difference in the lives of their clients.
 
As a private wealth advisory practice, OakHeart Financial Group provides financial advice that is anchored in a solid understanding of client needs and expectations and is delivered in one-on-one relationships with their clients. For more information, please contact Michael Hancock at (434) 220-4671 or visit the Ameriprise office at 941 Glenwood Station Ln Ste 203 Charlottesville, VA 22901.
 
About Ameriprise Financial
At Ameriprise Financial, we have been helping people feel confident about their financial future for more than 130 years¹. With extensive investment advice, global asset management capabilities and insurance solutions, and a nationwide network of more than 10,000 financial advisors, we have the strength and expertise to serve the full range of individual and institutional investors' financial needs.
 
 
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¹Company founded June 29, 1894
 
The Client Experience Award is earned by a practice based on four measurable statistics that reflect the value of goal-based advice to our clients: Client Experience Rating; percentage of clients over a certain asset level in Advice Relationships; percentage of clients over a certain asset level with regular contact and, once the practice has exceeded a minimum amount of Net Flows, the percentage of Net Flows derived from Assets Under Management.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
     
Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.     
Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.     
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.     
© 2026 Ameriprise Financial, Inc. All rights reserved.
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