Heritage Oak Wealth Advisors Information
Contact top employees from
Heritage Oak Wealth Advisors
Summary
We are an independent, fee-based financial advisory firm based in Northwest Arkansas but serving clients domestically and internationally. We partner with our clients through extensive planning and in...Show more
Industries
Financial Services
Headquarters Location
Employees Size
1-10 employees
Founded
2019
Contact Heritage Oak Wealth Advisors
Organization Website
Phone Number
479-230-3113
Employees Turnover 3 quarter 2025
Length of Employment
Employee tenure at Heritage Oak Wealth Advisors shows a diverse range of experience levels:
29% have been with the company for less than 1 year29% for 1–2 years29% for 3–4 years14% for 5–7 yearsContact top employees from
Heritage Oak Wealth Advisors
Libby McElroy
Director of Operations
Colin Leighton
Financial Advisor & Planning Specialist
Scott Bennington
Wealth Advisor
Micah Gibson
Founder, Senior Wealth Advisor
Ty Fielder
Wealth Advisor
