About Company

Oath Planning is a national wealth- and estate-planning firm that combines fiduciary financial advisors and estate-planning attorneys to deliver integrated, personalized financial and estate plans with transparent pricing. Oath Planning focuses on customized strategies that align investment, tax, and estate goals, offers educational workshops and ongoing client services, and positions the company as a fiduciary-first provider committed to protecting clients’ assets and legacies. The company is a registered investment adviser (SEC notice-filed) with offices across the United States, including an Oklahoma City office at 435 North Walker Avenue.

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