Southern Oak Wealth Group is a Texas-based independent financial advisory firm registered as an Investment Adviser. The firm provides comprehensive wealth management services, including personalized financial planning, investment management, retirement planning, and insurance solutions. They operate on a fiduciary standard, aiming to build long-term client relationships based on trust and tailored strategies to help clients achieve their financial goals. Southern Oak Wealth Group is affiliated with Private Advisor Group, a larger network of independent financial advisors.

Founded in

United States