Our Firm
The Council Oak Tree, located in Tulsa, is the site the Creek Nation Indians chose as their council ground where elders held gatherings, tribal ceremonies and feasts. In choosing a name for our firm, we decided on the Council Oak for its historic Tulsa connection and for what the Council Oak Tree represents – strength, shelter, rigidity, longevity and a place where you can meet with your “Wealth Council.”
-
Client Focus
Everything we do at Council Oak is designed to provide our clients with financial peace of mind. That includes delivering a first class service experience for our clients.
-
Employee Owned
We are 100% employee-owned. We are not bound by any institution. The ability to service our clients’ needs drives the direction of our firm.
-
Fiduciary
We are a fiduciary. We are held to the highest standard of care – both ethically and legally. That means our clients’ best interests come first in every decision we make.
After working at large brokerage firms for over 50 combined years, our Founders built Council Oak Wealth with the focus of being the very best in these areas. These four areas of focus drive all aspects of our firm, including customer relationships, growth, hiring, employee evaluations, and bonuses:
-
Expertise
We have two Certified Financial Planners (CFP®), and a Chartered Financial Analyst (CFA®) on staff. We believe and expect that our staff should be the most knowledgeable advisory staff in the region.
-
Value
With a higher degree of fee flexibility than most major firms, we strive to provide the best value you will find for your money.
-
Building Friendships
Our region is known for friendliness, and we desire to bring a feeling of kindness and respect to our client relationships.
-
Customer Service Excellence
We strive to be the very best firm in the region in responding to our clients’ needs quickly and effectively, and in a manner that gives them a comforting degree of financial peace of mind.