A complete list of active advisors currently associated with Council Oak Wealth Advisors

Warmer can help you find a great advisor at Council Oak Wealth Advisors or one who fits your needs even better.

Council Oak Wealth Advisors serves individuals (including high net worth clients), retirement plans, charitable organizations, and business entities, offering discretionary and non-discretionary portfolio management, financial planning, wealth management, and group retirement plan advisory services. The firm manages client assets through customized portfolios and model portfolios and provides one-on-one financial planning and consulting as part of its wealth management program. Its investment approach combines multiple methods — including fundamental and technical analysis, modern portfolio theory, long- and short-term strategies, and options trading — with ongoing monitoring and periodic rebalancing to align portfolios with clients’ stated objectives and risk tolerances. The brochure notes the firm primarily recommends ETFs, mutual funds, stocks, bonds, and options and may use model allocations or custom strategies tailored to each client. The brochure discloses a few practices that are less common among peers: Council Oak may use borrowing in separately managed accounts, it routinely requires clients to direct brokerage to Raymond James or Charles Schwab and uses the custodian’s electronic allocation system to aggregate trades, and it acknowledges operational use of artificial intelligence (while stating it does not knowingly use AI for investment selection). These specific disclosures — borrowing in SMAs, directed-custodian execution with electronic allocation, and documented AI risk controls — distinguish aspects of the firm’s operational and trading practices from many team-based advisory firms.

To learn more about the advisors currently working at Council Oak Wealth Advisors, 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.