Southern Oak Advisory
- Investment Services
AboutThe Southern Live Oak, a majestic tree prevalent in the coastal regions of the deep south — synonymous with strength, beauty and history — is the symbol that best represents Southern Oak Advisory.
The Southern Live Oak’s long life — spanning hundreds of years — is representative of the products we provide for our clients as they create, preserve and transfer wealth for generations. The strength and stability of the Live Oak’s extensive root system mirrors Southern Oak Advisory’s extensive network and steadfast dedication to creating long-lasting relationships with our clients in all seasons of life.
Finally, the Live Oak is symbolic of the south, a region known for hospitality, courtesy, multi-generational relationships, doing our best, and the home of Southern Oak Advisory.