Oath takes care of your retirement and estate planning needs so you can focus on what matters most.
We’re a law office and fiduciary, fee-only financial advisory dedicated to whole-picture planning. And that picture starts wherever you are.
Estate, financial, or both.
As Seen In
Happy Clients
“I feel a weight has lifted off me since my husband passed, knowing all is in place so my children will be fine when my time comes to join him.”
Paula E., CO
“The entire process went very smoothly and it gives us such peace of mind to know this is taken care of and they will be there for our loved ones when the time comes.”
J&L, CO
“If you would truly like that final "peace of mind" with getting your personal & financial affairs in order, go to Oath Estate Planning & Investments. You won't be disappointed.”
Rhonda O., TX
“Their communications were always proactive, timely and clear; their expertise is excellent; and interactions with them were highly professional. They take the time to answer all questions in detail and test for understanding.”
Guy M., CO
“All the office greet me and make me feel I am their most important client. I feel I can contact them with any questions or advice.”
Patty R., OK
“They took us step by step through the entire process, and answered all of our questions. I now have a good understanding of how it all works and am completely confident.”
Joseph W., PA
“Trusting Oath is one of the best decisions we’ve made. Protecting your life’s investment(s) is what they do.”
Cyndi N., FL
“I immediately felt like they were interested in doing what we wanted done and getting it done properly and quickly. It was like working with friends rather than strangers.”
Toni F., UT
“They treat you with respect and explain everything so well that your children could understand. There is no pressure, just excellent service.”
Carol B., OK
“All of our concerns were addressed and sorted out. We now feel secure that we have done what we needed to do so that when we are gone, our children will know what to do and be protected. ”
Elizabeth L., TX
“Oath law is the only way to go! They are attentive, professional and supportive of your needs. I highly recommend you consider them. ”
David L., OK
“This team listened and gave me what I needed and nothing unnecessary. I didn't feel intimidated and asked any questions I wanted.”
Sharon F., AZ
Why plan under one roof?
Fewer gaps, fewer surprises.
One team means less confusion, better coordination, and fewer things falling through the cracks.
Proactive tax guidance.
When your legal and financial plans talk to each other, you can minimize unnecessary taxes.
A deeper advisor relationship.
No bouncing between professionals. You get one person who knows your full picture to help you make more well-informed decisions.
Meet Our Team
Questions we often get.
Oath Planning is not just another financial advisory firm—we take a holistic, client-centered approach that integrates estate planning and financial strategy to create a comprehensive plan for long-term success. Unlike traditional financial firms that focus primarily on asset growth, our approach is about aligning wealth with purpose and security.
That’s why we’re here. We’ll walk you through your options, explain what applies to your situation, and help you decide what makes the most sense for you and your financial goals.
Absolutely not. We’re committed to transparency because you deserve to make informed decisions, no matter your financial background. Our fees are always clear and upfront, with no hidden costs, no undisclosed commissions, and no kickbacks. You’ll know exactly what you’re paying for and why, so you can focus on building a plan that works for your life—not someone else’s agenda.
Probably. Most people don’t realize where the gaps are in their plan—or what could happen if nothing is in place. That’s why we host educational workshops: to shine a light on the risks you might not see, and show you how to fix them before they become problems.
Because they work. Our workshops are packed with real, helpful information and free of pressure. We’ve found that when people understand their options, they often choose to work with us. But whether you hire us or not, the workshop is free. No strings attached.
Find an estate planning workshop near you.
100 Workshops in 30+ cities across 20 states. We're always within reach.
Explore Workshops