Welcome to Oath
"Life is short. We owe it to ourselves and our loved ones to live every moment to the fullest."
None of us know how much time we have. That’s why planning well is one of the most meaningful things we can do for the people we love. I didn’t set out to become a financial planner or attorney, but studying philosophy taught me to think deeply about how we live—and what we leave behind.
I’ve seen families overwhelmed by uncertainty after a loss. I’ve also seen people let their fears around money hold them back from truly living. I started Oath to change that.
Know where you’re going. Enjoy where you are.
Our mission is simple: to help you build a future that feels financially free, so you can experience more joy today. By aligning your current-day finances with long-term goals and values, we help you confidently navigate what lies ahead—no fear of the unknown
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
Let us lift the weight off your shoulders.
Life is full of important decisions. Oath is here to make them easier. By connecting estate and financial planning under one roof, we ensure that everything is organized and in control. You’ll breathe easier knowing that a plan is in place, your loved ones are protected, and your legacy is in good hands.
Meet Our Team
Questions we often get.
We offer financial and estate planning designed to work together. That includes retirement and investment strategy, tax planning, insurance and risk management, legal document creation, will and trust creation and more. It’s all built to support your life now and later.
Oath is not just another law or 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. 2
Because your life isn’t lived in silos. Holistic planning brings your finances, goals, and values into one clear picture, so every decision supports the next. It’s how we help you create a plan that’s not just smart, but deeply personal.
Not at all. Estate planning used to be something only the ultra-wealthy could access. Today, we use smart tools and a thoughtful process to make it simple and affordable for everyday families. And with court costs and legal fees on the rise, having a plan in place can actually save you money and stress down the road.