Black Oak Asset Management Employee Directory

Financial ServicesGeorgia, United States2-10 Employees

Black Oak Asset Management operates in the financial services sector, offering retirement income strategies, wealth accumulation, asset protection, and insurance-based planning tools such as annuities and life insurance. The firm emphasizes a holistic view of a client’s finances, coordinating with tax professionals or attorneys to tailor strategies that integrate retirement assets and manage long-term care, tax minimization, and IRA or 401(k) rollovers. Based in Cartersville, Georgia, the company serves clients by explaining the role of insurance products within comprehensive financial plans and by referring clients to professionals for additional services such as trusts, probate, estate planning, and tax planning. Recent developments include the acquisition of Black Oak Asset Management by RFG Advisory, LLC, signaling a change in ownership while the firm’s services remain centered on asset management and financial strategy within the personal financial planning space.

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