The Name
The Southern Live Oak, a majestic tree prevalent in the coastal regions of the deep south — synonymous with strength, beauty and history — is the symbol that best represents Southern Oak Advisory.
The Southern Live Oak’s long life — spanning hundreds of years — is representative of the products we provide for our clients as they create, preserve and transfer wealth for generations. The strength and stability of the Live Oak’s extensive root system mirrors Southern Oak Advisory’s extensive network and steadfast dedication to creating long-lasting relationships with our clients in all seasons of life.
Finally, the Live Oak is symbolic of the south, a region known for hospitality, courtesy, multi-generational relationships, doing our best, and the home of Southern Oak Advisory.
The Firm
Long-Standing Relationships. Successful Results. Founded in 2019.
From making simple business connections, to creating a unique financial strategy designed specifically for each client, Southern Oak Advisory has a proven culture of care based on long-standing relationships rather than transactional tasks. These deep-rooted relationships help us help our clients because we have been listening to their needs for quite some time. We want what they want and together this type of business model has helped our clients and our company succeed and grow.
Financial Services
Every successful journey starts with prudent preparation and an effective travel plan. We help make sure you haven’t overlooked any key elements as you pursue your retirement destiny.
Reimagine Your Retirement Route
The road to retirement should be paved with confidence. At Southern Oak Advisory, we provide the vehicles necessary to help make that possible, using a variety of investment and insurance products that can escort you to new financial horizons.
Four Steps to Your Financial Strategy
Protect what matters most, while maximizing value. Get a clear plan from Southern Oak Advisory.
1. Discovery: Getting to know you and your goals
2. Analyze: Gathering data
3. Options: Selecting your plan
4. Annual Review: Making adjustments as necessary
All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any statements referring to preservation of assets are not a guarantee or prediction of future performance. Any references to protection benefits, guarantees or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.
Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.
Our Team
Find Out What Makes SOA Different
Whether it’s banks selling insurance, or attorneys managing investments, many companies expand their services hoping to get more pieces of your financial pie. Southern Oak Advisory does the opposite. We stay focused so we can narrow our offerings and give the best counsel for the client. We build relationships with experts in other disciplines to offer a resilient referral network, providing our clients with unparalleled expertise, no matter what their business need may be. We want to be there to serve others and make their lives better. Smart but strategic...Southern Oak Advisory is here to help you.