Southern Oak Wealth Group

This team-led firm in Tennessee offers wealth services driven by a consultative process for successful executives, business owners and families. Team members hold the designations CERTIFIED FINANCIAL PLANNER, Chartered Retirement Planning Counselor, Certified Plan Fiduciary Advisor, and Accredited Asset Management Specialist. Managing Director Patrick Poling was named to the Forbes Best-in-State Wealth Advisors list for 2019.