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.”


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.


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.

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.