Oath Financial is an independent, fee-only financial planning and wealth management firm based in Charlotte, North Carolina. The company is committed to acting as a fiduciary for its clients, offering personalized financial strategies without the conflicts of interest associated with commissions. Their services encompass retirement planning, investment management, estate planning, and tax strategies, primarily for individuals, families, and business owners, with a mission to help clients achieve their long-term financial goals and create a lasting legacy.

Founded in

United States