Not your standard financial advisory firm…
The Oath Planning team includes investment attorneys, financial advisors, estate planning attorneys, financial planners, and tax attorneys, along with highly competent paraplanners, paralegals, and project managers.
In the past on the extremely wealth had a team of professionals working together in house to solve complex financial and estate problems.
Our mission is to provide integrated wealth, investment, and estate planning, what used to be available only to the wealthy, to all families.
Hi, I’m Rod Yancy and I’m an Estate Planning Attorney and Financial Advisor at Oath Planning.
Hi, I’m Financial Advisor Brian Kelley.
Hello, I’m Oath Planning Specialist Vikki Carrell. I see to it that each of our clients needs are met while we develop their individualized Oath plan.
Hello, I’m Oath Planning Specialist Maggie Collins. I listen to clients and work with Rod and other Oath attorneys to create personalized Oath plans for our clients.