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About Us

Committed to Excellence

Marble Oak Investments offers the comprehensive capabilities and deep industry knowledge necessary to help you solve the most complex issues of your organization. Since opening our doors in 2000, we’re proud to say that each year we have a bigger list of returning and new clients.

Want to experience the expertise of Marble Oak Investments for yourself? Give us a call today and let’s discuss what we can do for you.

Financial Analyst
Businesswoman

Jamie Lane

Executive Director

Woman with Arms Crossed

Max Johnson

Associate Director

Smiling Man

Jesse Neimus

Small Business Consultant

Client 8

Itaka

Career-Long Partner

This client approached us for consultation on how to transition from a small, local business to a larger, regional business. Our collaboration has been truly remarkable, and we’re thrilled to see this business thrive as a leader in their industry.

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