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A better way to create a personalized financial plan.

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Our Oath to You

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Simple & transparent plans

We take the time to educate you on your personalized planning strategies to make sure you know what needs to be done to meet your goals.

Save money & time

Financial planning and estate planning go hand in hand. Oath employs both attorneys and fiduciary advisors that can combine strategies to help achieve your goals.

Financial planning minus the greed

We strive to work with clients from all different financial backgrounds. You deserve to do the best you can with what you have - even if you aren’t a part of the 1%.

We're available to talk about your goals

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Us vs Them

Fiduciary Advice

All of our financial advisors act as fiduciaries, putting your best interest first - without compromise.
Many financial advisors may just be brokers, working for Wall Street, or agents, working for hidden commissions.
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Customization

We create personalized plans for your unique family, career, and assets - to account for your specific goals.

Fees

Potential “cookie-cutter” plans that may 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.

Our Locations

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Chicago
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Philadelphia

South Carolina

Mount Pleasant

Tennessee

Memphis
Nashville

Texas

Fort Worth
Round Rock
Dallas
Austin
Plano

Utah

Salt Lake City

Wisconsin

Milwaukee

FAQ

Why should I integrate my financial plan with my estate plan?
Why do I need a custom financial plan that’s personalized for me?

How do I organize my financial plan?
How do I avoid running out of money in retirement?
What makes a fiduciary financial advisor different from the other guys?
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DISCLOSURE Oath Planning, LLC (“Oath Planning”) is a registered investment adviser with the SEC and notice filed in in Arkansas, Arizona, California, Colorado, Florida, Illinois, Indiana, Iowa, Kansas, Kentucky, Ohio, Oklahoma, Michigan, Mississippi, New York, North Carolina, Pennsylvania, South Carolina, Tennessee, Texas, Utah, and Wisconsin. Registration of an investment advisor does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the commission. Oath Planning and its representatives are in compliance with the current registration and notice filing requirements imposed upon registered investment advisers by those states in which Oath Planning maintains clients. Oath Planning may only transact business in those states in which it is registered, notice filed, or qualifies for an exemption or exclusion from registration or notice filing requirements. Oath Planning’s website is limited to the dissemination of general information regarding its investment advisory services to United States residents residing in states where providing such information is not prohibited by applicable law. No statement on this website should be interpreted or relied upon as financial or investment advice. This website should not be used as a substitute for competent financial advice from a licensed professional financial advisor.
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