Meet The Oath Planning Team

We’re excited to me you

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.

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