Welcome to Red Oak Financial Group

When life demands a broader financial perspective; it's time to change your vantage point.

Today you need to keep an open mind and realistic perspective on your finances. It is at these points in time that our role as financial advisors becomes even more critical to those we serve. Red Oak Financial Group helps clients to adjust and stabilize their situations, while using knowledge, along with academic research, to provide you a higher probability of success for achieving your goals.

Red Oak Financial Group maintains a unique serve first philosophy as a premier, goal-driven financial planning firm for highly compensated executives and high net worth retirees in North Texas.

Click here to learn about our Wealth Management System

Financial Planning

We can help you achieve your goals through fee-based financial planning.

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Investments drive your financial plan. Have you determined how?

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Client Service

Our goal is to provide confidence and clarity in your financial plan.

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