A complete list of active advisors currently associated with Majestic Oak Financial, LLC

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

The firm provides financial planning and investment advisory services to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and business entities. Services range from one-time financial checkups and fixed-fee comprehensive plans to ongoing portfolio management relationships. Investment management emphasizes fundamental analysis and long-term asset allocation, using mutual funds and ETFs and periodic rebalancing to align portfolios with clients’ goals and tolerance for volatility. The firm implements discretionary trading under agreed guidelines and will accept written investment restrictions, including semi-annual reviews of mutual fund holdings to verify restricted securities are not concentrated. The firm periodically offers educational seminars and has a history of teaching non-credit community education classes on financial topics, a service less common among peers. The principal holds CFP and RICP credentials and an advanced business degree, discloses unrelated residential and commercial rental real estate ownership, and requires clients to custody assets at Charles Schwab, with related product and service arrangements described in the brochure.

To learn more about the advisors currently working at Majestic Oak Financial, 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.

Name	Location	Years of experience
Anna Popke	Round Rock, TX	22

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