A complete list of active advisors currently associated with Oak Springs Wealth Management, LLC

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

Oak Springs Wealth Management is a small advisory firm with two advisors managing roughly $44 million for about 86 clients, serving individuals as well as trusts and estates. The firm offers comprehensive financial planning, ongoing portfolio and private wealth management, and ancillary services such as trust management, private banking, bill‑management and business consultation. At the start of client relationships Oak Springs develops a Financial Profile and an Investment Plan and typically implements portfolios primarily through ETFs, with limited use of mutual funds, occasional individual equities, fixed‑income securities and alternative investments. The firm generally pursues a long‑term, strategic asset‑allocation approach, manages accounts on a discretionary or non‑discretionary basis, and reviews managed portfolios at least quarterly. Noteworthy for a firm of its size, Oak Springs is affiliated with an insurance company that markets premium‑financed life insurance and the principal owner has a direct role in that related entity; certain staff are also licensed insurance agents and the firm discloses the potential conflicts this creates while prohibiting charging both an insurance commission and an advisory fee on the same assets. The advisory team includes CFP® professionals, provides consolidated reporting and cash‑flow oversight services, and does not require a minimum portfolio size for its conventional advisory engagements.

To learn more about the advisors currently working at Oak Springs Wealth Management, 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.