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Fee-Only Fiduciary Wealth Management · Raleigh, NC

You've Built Real Wealth. Now Make It Mean Something.

Big decisions shouldn't feel like guesswork. Oak Harbor is the fiduciary team that helps high-net-worth families, business owners, and professional athletes turn hard-earned success into a clear, confident plan — with advice you never have to second-guess.

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Strategic Movement. Judicious Action.

Meet William & Brian 2:00

Two careers at the top of professional soccer taught them what a trusted team really means. Hear why they built Oak Harbor — and how they sit on your side of the table.

Fiduciary, Fee-Based Advice CERTIFIED FINANCIAL PLANNER™ Professionals Serving Clients Nationwide Three MLS Cup Championships

The Problem

More Wealth Shouldn't Mean More Worry

Success brings complexity — a business to exit, equity to manage, a windfall to steward, a family to protect. And most of the financial industry is built to sell you products, not to sit on your side of the table.

Complex Decisions, High Stakes

Taxes, equity, real estate, an eventual sale or retirement — every choice compounds, and a wrong one is expensive to undo.

Advice With Strings Attached

Banks and brokerages earn commissions on what they recommend. It's hard to trust a plan when the planner gets paid to sell it.

No Time to Do It Alone

You're running a company, a career, or a season. Your wealth deserves full-time attention you shouldn't have to give it yourself.

Your Guide

We Know What It's Like to Be in Your Position

Before they were CERTIFIED FINANCIAL PLANNER™ professionals, William and Brian spent two decades competing at the highest level of American soccer — earning well, early, in a career with a clock on it. They needed exactly the kind of advice they give now: proactive, customized, and unbiased.

William Hesmer

CFP® · AIF® · Principal

Nearly a decade as an MLS goalkeeper — MLS Cup champion, NC Soccer Hall of Fame — before building a second career in wealth management. Wake Forest alum, ACC Student-Athlete of the Year.

Brian Carroll

CFP® · CEPA · Financial Planner

Fifteen seasons as an MLS midfielder — two MLS Cups, four Supporters' Shields, eight U.S. National Team caps — now guiding business owners and athletes through the transitions he lived himself.

The Plan

A Clear Path to Confident Decisions

Book a Conversation

A relaxed, no-pressure meeting — in our Raleigh office or by video — to understand where you are and where you want to go.

Get Your Custom Plan

We examine every corner of your financial life — investments, taxes, insurance, estate, business — and build a plan around your goals, not our products.

Move Forward, Covered

We implement, monitor, and adjust together — proactive advice, transparent fees, and a team that says what it does and does what it says.

Start With a Conversation

What We Do

Comprehensive. Objective. Yours.

Wealth Management

Comprehensive strategies for every aspect of your financial life.

Investment Management

Customized portfolios built around your goals and risk.

Institutional Consulting

Objective, transparent solutions for foundations and endowments.

Retirement Plan Services

Corporate benefit and investment solutions for business owners.

Strategic Movement. Judicious Action.

Don't spend another year second-guessing the plan — or the planner. One conversation is all it takes to know if we're the right team for your next chapter.

Book a Meeting