Southern Oak Wealth Group

Southern Oak Wealth Group is an independent wealth advisory firm in Brentwood specializing in comprehensive financial planning for business owners, corporate executives, and families with complex wealth. Led by CFP® Patrick Poling and a team of specialized advisors, they provide integrated wealth management including portfolio design, business succession planning, family legacy planning, and coordination with your entire network of professional advisors. As fiduciaries on an independent platform, they prioritize transparent fee-based compensation and align all your financial strategies into one cohesive plan.