Oath Planning Joins The BAM ALLIANCE

Tulsa, Oklahoma-based Oath Planning has partnered with BAM Advisor Services to join The BAM ALLIANCE, a community of independent, like-minded advisory firms located across the nation.

Oath Planning, which is affiliated with the estate planning law firm Oath Law, joined The BAM ALLIANCE in late 2018 and is led by President and Chief Investment Officer Rod Yancy. Yancy’s wealth advisory team includes Financial Advisor Brian Kelley and their support staff.

The firm, which also serves clients from offices in Oklahoma City, Oklahoma, and Fayetteville, Bentonville and Little Rock, Arkansas, provides holistic, goals-based wealth management solutions tailored for individuals and families, including financial planning, investment management, portfolio allocation, tax planning and risk management. Oath Planning also specializes in estate planning, business succession, tax law, asset protection and corporate formation services.

BAM Advisor Services is home to The BAM ALLIANCE, which was established in 1997, and Loring Ward. Together, they serve more than 300 independent Registered Investment Advisors (RIAs) along with thousands of other financial advisors throughout the country.

 

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The opinions expressed by featured authors are their own and may not accurately reflect those of BAM Advisor Services®. This article is for general information only and is not intended to serve as specific financial, accounting or tax advice.

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