A complete list of active advisors currently associated with SageOak Financial, LLC

Warmer can help you find a great advisor at SageOak Financial, LLC or one who fits your needs even better.

SageOak Financial serves working professionals, business owners, near and current retirees, high-net-worth individuals, and their families with comprehensive wealth management, financial planning, and discretionary investment management. The firm also offers standalone investment management, institutional advisory services for plans and organizations, and coordinates with outside specialists as part of an integrated planning process. The firm’s investment philosophy emphasizes strategic asset allocation, diversified, tax-efficient portfolios that primarily use low-cost mutual funds and ETFs and a mix of passive and active strategies, implemented through tailored model portfolios. SageOak manages accounts on a discretionary basis with regular (typically quarterly) reviews, may utilize third-party money managers when appropriate, and provides a service for held-away retirement accounts (Pontera) to manage 401(k), 403(b), variable annuity and similar assets in place. Noteworthy relative to many peers, SageOak publishes electronic newsletters and periodically offers educational seminars and workshops for clients and prospects, and in some engagements may include annual federal and state tax return preparation. The firm operates on an independent, fee-only basis and provides a range of services—including ERISA 3(21)/3(38) plan consulting and values-based (faith/screened) investment options—that expand its service mix beyond typical team advisory firms.

To learn more about the advisors currently working at SageOak Financial, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.