Clarity in Your Finances. Confidence in Your Future.
Managing wealth shouldn’t feel overwhelming. At Heritage Oak, we help high-net-worth executives, entrepreneurs, and families simplify the complex parts of their financial lives—so your money serves the life you want, not the other way around.
Who We Are
We are an independent, fee-only financial advisory firm, serving clients across the U.S. and internationally. That means our advice is unbiased, transparent, and always rooted in your best interests—not commissions or sales quotas. With decades of combined experience, we’ve guided executives, business owners, and families through the complexities of wealth so they can move forward with clarity and confidence.
“I have complete confidence in Micah and the entire team at Heritage Oak. They have consistently put my family’s best interests first and provided thoughtful, strategic guidance through every financial decision.”
— Greg C.
Why Heritage Oak
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Every client is unique, and so is every plan we design.
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We answer only to you—with no hidden agendas or corporate pressure.
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Decades of guiding executives, entrepreneurs, and families through complex financial decisions.
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We stay proactive, organized, and always within reach.
Our Promise
You deserve more than cookie-cutter advice. Without a clear plan, complexity can cost you opportunities and peace of mind. That’s why we operate as a fiduciary partner—putting your goals first, always. From tax strategy to investment management, estate planning to lending solutions, we connect every piece of your financial picture into one clear, actionable plan.
Our Approach
Listen First
We get to know your story, values, and goals.
Build Clarity
We turn complexity into a strategy you can understand and trust.
Partner Long-Term
We adapt your plan as life and markets evolve, staying by your side through every stage.
You’ve Worked Hard For Your Success.
Let us help you protect it, grow it, and use it to build the life you want.