A complete list of active advisors currently associated with Angel Oak Financial Services LLC

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

Angel Oak Financial Services LLC is a small, fee-only independent advisory firm that provides financial planning, consulting, and discretionary portfolio management to individuals and to small businesses. While the majority of independent firms focus solely on individual clients, this firm explicitly includes corporate or business clients and business-planning advice among its service offerings. The firm’s sole adviser manages client assets on a discretionary basis and implements diversified, asset-allocation portfolios grounded in Modern Portfolio Theory, primarily using mutual funds and ETFs. The investment approach emphasizes long-term investing and downside protection, with portfolios monitored and rebalanced as client circumstances or market conditions warrant rather than on a rigid schedule. Noteworthy elements include the firm’s small scale—one adviser and a modest client base—and its willingness to serve small businesses as well as individuals, a relatively uncommon feature for independent RIAs. The firm generally recommends a specific custodian for client accounts and receives non-monetary support services from that custodian, operates on a percentage-of-assets, fee-only model, and also offers standalone financial planning and hourly consulting.

To learn more about the advisors currently working at Angel Oak Financial Services 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.