Financial Advisors
Brentwood, TN
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.
Ideal for: Business owners and corporate executives, High-net-worth families, Those with complex financial situations, Clients seeking business succession planning
Service area: Brentwood, Nashville, and Middle Tennessee
Total Financial Integration: They coordinate all your wealth strategies into one aligned plan, ensuring each advisor in your network communicates with others to create efficiencies and clarity.
Specialized Expertise: Team holds advanced designations including CFP®, CEPA (business succession), CDFA (divorce planning), and CRPC (retirement), with decades of combined experience.
True Fiduciary Independence: Operating on an independent platform with transparent, fee-based compensation and no conflicts of interest — not captive to any particular products or institutions.
Address: 5205 Maryland Way Suite 320, Brentwood, TN 37027
Phone: (615) 246-5510
Website: southernoakwealthgroup.com
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