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 provides investment advisory services to individuals (including high‑net‑worth clients), retirement plans, charitable organizations, and business entities. Its service menu includes discretionary and non‑discretionary portfolio management, financial planning, financial consulting, a bundled wealth management program, and group retirement plan advisory services. The firm tailors portfolios to clients’ stated objectives and risk tolerances, using firm‑developed model portfolios and a mix of methods such as fundamental and technical analysis, option strategies, and periodic rebalancing; account reviews are conducted at least annually and as circumstances change. The brochure also discloses that the firm invests in mutual funds and ETFs (including funds that may use leverage) and may employ borrowing or leveraged strategies within managed accounts. Noteworthy distinctions include the firm’s disclosure of borrowing/leveraged strategies in separately managed accounts—a practice that is less common among comparable team firms—and operational practices that can create limited custody, such as serving as trustee for certain client accounts and using Standing Letters of Authorization for third‑party transfers. The firm routinely directs custody and brokerage to Raymond James and Charles Schwab and notes use of artificial intelligence for operational purposes (explicitly not used for investment selection), all of which may affect trade execution, research access, or administrative processes.

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.