Local Community Members with National Reputations
Our firm has been offering wealth management services since 1994, spanning decades and generations. Both then and now, relationships have been at the core of what we do.
At our wealth management firm, you will never be “just a number,” and your advisor will never be “just a suit.” We’re local community members, but we’re also nationally recognized professionals.
We will work hard to fully understand your objectives and financial background, so we can craft an individualized financial plan that accounts for your specific wishes and worries.
We deliver personalized wealth management solutions to high net worth families, trusts, and businesses, so they can focus on what matters most to them.
Behind the Name
For hundreds of years, bent trees were used to denote resources and mark trails across the Texas frontier. Bent trees served as a guide for navigation and resources, just as we do for our clients.
The Live Oak is persevering and enduring, and our wealth management firm plans to be here for generations. We are rooted in tradition while embracing change and growth.
It’s more than dollars and cents. While we manage financial capital for our clients, our true value can be found in our people: our intellectual and human capital.
As advisors, our clients come first. As professionals, our team comes first. As a business, our community comes first.
We are committed to doing the right thing, so our clients and team can depend on us – trusting that we will always have their best interest at heart.
We are committed to approaching every situation with sincerity and candor. We never sell, we solve.
We believe that life is all about relationships, and through those relationships, we can accomplish a lot. Whether it is partnering with your CPA, brainstorming as a team, or volunteering with community members for a cause – we never go alone.
From our first meeting to our twentieth annual review, our focus is providing nothing less than a best-in-class experience for our clients.
We are committed to giving back to the communities that have given so much to us. As a firm, our greatest joy is positively impacting others. Our team members are involved in numerous civic clubs, boards, charitable organizations, and churches.