Sanctuary Partner Firm of the Year

Southern Oak was named Sanctuary Partner Firm of the Year for 2022.

Forbes Best-In-State

Patrick Poling was named a Best-in-State Wealth Advisor by Forbes in 2019, 2021, 2022, and 2023. 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), 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.