A better way to create a personalized financial plan.
You deserve a plan that is specifically designed for you, your family, and your assets. Through a series of hands-on meetings, our attorneys and advisors integrate your financial plan with your estate plan and design a portfolio of investments tailored just for you.
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The Only Estate Planning Education You’ll Love Learning

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A simple, transparent plan based on your goals.

At Oath, we believe that when you understand your financial plan, you’re more likely to stick to it. In turn, you’re more likely to reach your goals.

That’s why we educate our clients - to make sure you know what needs to be done for you to have the highest probability of meeting your goals. Because you deserve to know exactly what’s happening with your money.

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Integrate your planning to save thousand of dollars and tons of time.

Your financial planning and estate planning go hand in hand. Oath attorneys are also fiduciary advisors that can actually combine these to create a strategy to achieve your goals for a lifetime and beyond. Accomplishing both under one roof saves you time, money, and headaches.

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Financial planning without all the greed.

The big-name Wall Street firms didn’t design financial planning to be for everyone - so we decided to change that. We strive to work with clients from all different financial backgrounds. Because you deserve to do the best you can with what you have - even if you aren’t a part of the 1%.

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Us vs Them

Fiduciary Advice
All of our financial advisors act as fiduciaries, putting your best interest first - without comp romise.
Oath Planning
Other Financial Advisors
Many financial advisors are just brokers, working for Wall Street, or agents, working for hidden commissions.
Customization
We create personalized plans for your unique family, career, and assets - to account for your specific goals.
Fees
“Cookie-cutter” plans that could benefit the big name firms more than they actually benefit you.
Transparent fees, so you’ll always know what you’re paying.
May earn undisclosed commissions, hidden fees, and kickbacks.
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Q.
Why should I integrate my financial plan with my estate plan?

Combining your financial, tax, and estate plan, and working with your advisor all under one roof is the way to save time, money, and headaches. A lot of people pay too much to use third-party providers - and still end up with a financial plan that doesn’t work with their estate plan. At Oath, we bundle financial planning and estate planning to help our clients reach their goals - and make the most of everything they’ve worked hard for.

Q.
How do I avoid running out of money in retirement?

Our fiduciary financial advisors work with you to create a custom plan that takes spending, income, and inflation into account to give you the highest probability of being secure throughout your retirement. So you feel confident in making your money go further.

Q.
Why do I need a custom financial plan that’s personalized for me?

At Oath, we’ve found that a personalized, unique financial plan is the best way to give our clients the best chance to reach their financial goals. Say goodbye to cookie-cutter financial planning that wasn’t made just for you and your needs.

Q.
What makes a fiduciary financial advisor different from the other guys?

Fiduciary financial advisors are legally obligated to put your best financial interests above their own - even if it means they make less money because of it. Most other advisors are just brokers or agents that sell their own financial projects for their biggest profit - at your expense. That’s why every Oath financial advisor is a fiduciary.

Q.
How do I organize my financial plan?

When we meet a new client, we often see that they’ve got scattered accounts with multiple statements, passwords, and a huge mess. This makes it hard on them, but it will be even harder for the people they love to take care of when they pass away. That’s why we create a consolidated asset management plan for each of our clients that keeps it simple on you while you’re alive, and easy for your loved ones to maintain once you’re gone.