ABOUT US
Oak & Vine Wealth Management’s Vision is to create a better everyday life for as many people in our community as possible.
MISSION
Our mission is to provide our clients and community with the highest level of financial planning and investment services available. We seek to achieve this with unmatched levels of personalized communication combined with the best in-class client service model. Our commitment to those we serve is priority one, using the highest standard of fiduciary care to consistently place their interests and needs first.
VALUES
Our values include putting the needs of our clients and community first, providing exceptional communication, offering a best-in-class service model, upholding the highest standard of fiduciary care, delivering commitments with sincerity and warmth, and demonstrating a passion for quality service. These values drive our mission to provide outstanding financial planning and investment management services.
Meet Your Financial Advisor
Eric Hallin
After 20 years working in the financial industry, Eric decided he no longer wanted to be just another number on a spreadsheet and Oak & Vine Wealth Management was born. A far cry from the huge firms that only see dollar signs, Eric strives to offer the personal boutique service of a small fiduciary while still maintaining the experience and technology of a large firm for his clients. With two decades under his belt, Eric has built long-lasting friendships with his clients and has successfully managed over $100 million in assets on their behalf.
Eric was born and raised on the Central Coast of California where he still resides with his wife, Amanda, and their two children. Together, they have surrounded themselves with a vibrant community that they are passionate about giving back to. While Amanda works for the school their children attend, Eric serves as the secretary on the board of directors for the Boys and Girls Clubs of Mid-Central Coast. In his free time, Eric enjoys coaching youth sports, golfing, tinkering with computers, and reading.
This is what success looks like…
Her deep roots in the Central Coast and commitment to the prosperity of our community make her a perfect fit for Oak & Vine Wealth Management. Beyond her professional pursuits, Ashley is an avid sports enthusiast, embodying a spirit of competition and teamwork that translates into her approach to financial advising.
Ashley's vision aligns with our mission to provide personalized, impactful financial advice, and she is eager to contribute to your financial well-being. Her story of courage, resilience, and unwavering dedication inspires us all and signifies the enriching value she brings to our team and clients
Ashley Eckles
Born and raised on the picturesque Central Coast, Ashley brings not only a profound connection to our community but also a rich and diverse background in finance and business.
Ashley's journey is one of determination, passion, and the relentless pursuit of dreams. Starting her academic career at Arizona State University in Forensic Psychology, she made a bold leap to the world of finance, driven by a desire to make a tangible impact in the investment and financial planning sphere. Graduating with distinction in Business with a specialization in Finance, Ashley has transformed her passion into a promising career in wealth management.
"Oak & Vine Wealth Management" is a name that was chosen to reflect the values and principles that guide our company. The oak tree and vineyard are both symbols that have deep roots in the culture and landscape of the Central Coast of California, where our firm is based.
The oak tree represents strength, stability, and endurance. It is a symbol of a firm foundation, which is exactly what we strive to provide for our clients. Our team of experienced professionals is dedicated to helping our clients build and maintain a solid financial foundation, one that will stand the test of time.
The vineyard, on the other hand, represents growth, abundance, and prosperity. Vines are known for their ability to grow and flourish, even in challenging conditions. This represents our commitment to provide experience that allows our clients wealth to grow and flourish over time. We work closely with our clients to create personalized investment strategies that are designed to help them achieve their financial goals and reach their full potential.