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Streamline Your Financial Life

A process to align all of your wealth strategies.

Total Financial Integration

Explore the possibilities.

What is your long-term vision for your family’s wealth?

Let’s talk about how the rising generation will carry forward your legacy.
 

Are all of your wealth strategies working together?

If you’re a stakeholder in a business or corporation, or you have complicated family interests to your finances, often your biggest financial challenge isn’t any particular one of your many priorities – it’s the problem of keeping it all coordinated.

Through a rare combination of expertise and a consultative wealth process, we help establish a level of interconnection that can create efficiencies, opportunities and a greater sense of clarity within your integrated financial life. In effect, each advisor in your network is talking to another, and each strategy is aligned with the rest.

Meet the Team

“We act as the central component of your network of advisors. With an all-encompassing and consultative process, we strive to be a part of every aspect of your financial life, and to keep it all running efficiently.”

J. Patrick Poling, CFP®, CRPC®, CEPA®, CPFA
Managing Director, Senior Portfolio Manager

A Rare
Combination
of
Expertise

With access to a diverse team of specialists and an independent network, you can clarify your entire wealth picture.

Total
Financial
Integration

Learn about our approach to integrate your financial life through one central strategy.

Services
for
Stakeholders

Working with business owners and corporate executives, we provide specialized guidance.

What do you get?

  • A Consultative Relationship

    When you partner with us, you join a consultative relationship. We create an open line of communication that allows us to help guide you through any and all decisions pertaining to your financial life.

  • Comprehensive Advice

    Our core team has decades of experience in various specialties, such as portfolio design and business succession. This expertise comes together into a comprehensive wealth service.

  • A Sounding Board for Ideas

    It’s important to have a sounding board for anything in your life that may affect your wealth, as well as an ongoing resource for proactive ideas and a lookout for new opportunities.

  • A Process for Family Wealth

    It starts with asking the right questions and bridging the conversation between one generation and the next. We’ll work with you and your family to build a lasting legacy.

  • A Network of Specialists

    You’re busy, but with vast resources and an independent platform through which we can freely leverage them, you have the opportunity to do more in less time.

  • Objectivity You Can Trust

    As fiduciaries on an independent platform, not only is our methodology transparent, but so is our compensation, alignment of interests and portfolio design process.

Our Recent Accolades and
Accomplishments

We hold ourselves to a high standard for continued education and depth of service, for which we’ve been recognized in the industry.

  • Forbes
    Best-in-State

    Patrick Poling was named a Best-in-State Wealth Advisor by Forbes in 2019, 2021, 2022, 2023 & 2024. The ranking is designed to help families identify local professionals who deliver an exceptional level of comprehensive service and expertise.

  • Specialized
    Accreditations

    Members of the Southern Oak Wealth team hold the designations CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Retirement Planning CounselorSM (CRPC®), Certified Exit Planning Advisor (CEPA®), Certified Plan Fiduciary Advisor (CPFA), Certified Divorce Financial Analyst (CDFA®), and Accredited Asset Management SpecialistSM (AAMS®).

  • Portfolio Management
    Capabilities

    Our core team holds licenses and accreditations that are highly regulated, which means that some of the highest industry standards for experience and education are continuously upheld.

    Securities custodied at Charles Schwab.

  • Recent
    Awards

    Southern Oak Wealth Group was named the Best Wealth Advisory Firm in 2019 by Brentwood Lifestyle

  • CEPA logo
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