Lone Oak Financial Services

Lone Oak Financial Services Through the development of genuine relationships with his clients, Ben strives to assist and simplify

Registered with and securities/investment advisory services offered through Brokers International Financial Services, LLC, Member SIPC. Brokers International Financial Services, LLC and Lone Oak Financial Services, LLC are not affiliated companies.

We had a great time with Expectations Women's Center during their golf tournament at Bucknell this past Friday. Thank yo...
08/18/2025

We had a great time with Expectations Women's Center during their golf tournament at Bucknell this past Friday. Thank you for the work you do for our communities.
(Btw, our team shot a 7 under somehow🤷🏻‍♂️)

We are excited to be part of a "Resources for Seniors" event being held at Higher Hope Church in Sunbury this coming Sun...
04/22/2025

We are excited to be part of a "Resources for Seniors" event being held at Higher Hope Church in Sunbury this coming Sunday April 27th at 12:00. Ben will be speaking on the markets, trending economic themes and a few retirement key issues.
Morning worship starts at 10:00. I'll see you there.

A solar eclipse can mean so much more than just a few minutes of darkness. It can signify the joyous moments that can co...
04/06/2024

A solar eclipse can mean so much more than just a few minutes of darkness. It can signify the joyous moments that can come afterwards.

A solar eclipse is coming up on April 8, 2023, th elike sof which won't be seen again until 2044. In these moments of darkness, think about the dark Saturday that was felt after Christ was crucified.

If you’re in the Sunbury area today, come on over to the Degenstein Library to the Senior Fair! All kinds of vendors her...
03/22/2024

If you’re in the Sunbury area today, come on over to the Degenstein Library to the Senior Fair! All kinds of vendors here to check out, from PPL to the VA to the YMCA, Geisinger and many more! We’re here until 2pm today.

As the world celebrates Women's History Month, I took some time recently to reflect on the women in my life who have sha...
03/20/2024

As the world celebrates Women's History Month, I took some time recently to reflect on the women in my life who have shaped me and continue to shape not only my life but generations to come.

It was the best training in finance I could get because it taught me to save, refrain from debt, and be willing to share. I enjoyed the small things and the great alike, not things that could be bought but things like family gatherings, nature, and friendships.

Our lunch feast! God is so good! Merry Christmas everyone!
12/22/2023

Our lunch feast! God is so good! Merry Christmas everyone!

12/22/2023

Isaiah 9:6 For unto us a Son is given...

Lone Oak Financial Services is closing the office today at 12noon to spend time with each other for fellowship & lunch, and then with our families for the weekend. We will re-open normal business hours on Tuesday, December 26th 9a- 5p.

Ben, Brooke and Jenn wish you all a very blessed Christmas.

Team Lone Oak Financial Services... Ben, Brooke and Jenn
12/20/2023

Team Lone Oak Financial Services... Ben, Brooke and Jenn

Address

8 Commerce Avenue
Selinsgrove, PA
17870

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 4pm

Telephone

+18882754236

Website

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Meet Benjamin Wilhelm, CRPC, AAMS

Through the development of genuine, personal relationships with his clients, Ben strives to assist and simplify their financial affairs to give them the freedom to focus their attention on the things that they enjoy most.

Ben holds two designations from the College for Financial Planning. The Chartered Retirement Planning Counselor (CRPC®) designation has equipped him to assist his clients in planning for one of life’s most important transitions. Ben guides his clients by taking a holistic approach to their retirement needs and assists them with their investments, insurance, income, Medicare, long-term care, and estate plans.

Ben also has his Accredited Asset Management Specialist (AAMS®) designation where he seeks to maximize his client’s assets by assessing their risk tolerance, time horizon, financial needs and goals.

Ben is blessed to be married to his beautiful wife, Tonya, since 2003. They have three awesome children together who keep their lives fun and exciting. Ben also serves as an elder in his church and on the development committee at Northumberland Christian School. Ben enjoys traveling and most outdoor activities including hunting, fishing, kayaking and frequenting the family cabin in Northern PA.