Heritage Oak Wealth Advisors

Heritage Oak Wealth Advisors We are an independent financial advisory firm based in Northwest Arkansas but serving clients domestically and internationally.

We partner with our clients through extensive planning and investing as they seek to achieve their financial goals. Financial Planning and Investment Advisory Services offered by Heritage Oak Wealth Advisors, a Registered Investment Advisor. Investing involves the risk of loss, including loss of principal. Past performance does not guarantee future results. Investment products are not FDIC insured

, have no bank guarantee, and may gain or lose value. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will be profitable for a client’s investment portfolio.

The goal was never just more.More wealth. More assets. More growth.The real goal is what those things make possible.More...
08/28/2026

The goal was never just more.

More wealth. More assets. More growth.

The real goal is what those things make possible.

More freedom to make decisions on your own terms.
More time for the people and experiences that matter.
More opportunity to give generously and make an impact.
And a plan designed to carry that purpose forward to the next generation.

At Heritage Oak, we believe wealth is most meaningful when it’s connected to something bigger than a number.

Built on Trust. Designed for Generations.

Wealth is about more than what you build. It’s about what it allows you to protect, pursue, and pass forward.At Heritage...
08/19/2026

Wealth is about more than what you build. It’s about what it allows you to protect, pursue, and pass forward.

At Heritage Oak, we believe the strongest financial relationships are built over time—with trust, thoughtful guidance, and a clear understanding of what matters most to each family.

Built on Trust. Designed for Generations.

New seasons bring new opportunities.Whether it's sending a child to college, starting a new career, preparing for retire...
08/14/2026

New seasons bring new opportunities.

Whether it's sending a child to college, starting a new career, preparing for retirement, growing a business, or simply embracing a new chapter, every season invites us to pause, reflect, and look ahead.

At Heritage Oak, we're grateful to walk alongside our clients through each of those milestones. Watching families grow, celebrate achievements, navigate change, and pursue what matters most is one of the greatest privileges of what we do.

Here's to fresh starts and a wonderful year ahead...whether it's a school year or otherwise!

True wealth creates options. Not just financial options—but life options.The freedom to spend more time with family.The ...
07/23/2026

True wealth creates options. Not just financial options—but life options.

The freedom to spend more time with family.

The flexibility to pursue what matters most.

The confidence to make decisions based on your values, not your circumstances.

Financial planning isn't simply about preparing for the future, it's about creating the opportunity to live with greater purpose and intention today.
At the end of the day, the numbers are only meaningful if they help support the life you want to live.

Every family has different priorities, opportunities, and goals. Your financial plan should reflect that.At Heritage Oak...
07/15/2026

Every family has different priorities, opportunities, and goals. Your financial plan should reflect that.

At Heritage Oak, our job isn’t to fit you into a model portfolio. It’s to understand your goals, simplify complex decisions, and help you make informed financial decisions with confidence.

Because no two financial plans should look alike.

We're halfway through the year. Have you checked in on your financial plan?Mid-year is a natural time to pause and make ...
07/06/2026

We're halfway through the year. Have you checked in on your financial plan?

Mid-year is a natural time to pause and make sure everything is still aligned with your goals.

Whether it's reviewing your investments, looking ahead to year-end tax planning, or discussing changes in your family's priorities, a simple conversation today can help you feel more confident about tomorrow.

Financial planning isn't just about where you're going—it's about making sure you're still headed in the right direction.

Don't miss our afternoon learning session later this week! Do you know young people who have questions about investments...
06/22/2026

Don't miss our afternoon learning session later this week! Do you know young people who have questions about investments, finance, budgeting, or where to start to ensure their financial success? Please share so they can join us for this fun afternoon with opportunities to ask questions and dive in to topics that are of interest to future money masters! We will have snacks and a couple of fun giveaways!

Friday, June 26 from 2-3:30 at the Heritage Oak office.

Typically, we keep this event reserved for older teens and young adults, but we have had some interest from younger teens this time. Please reach out despite your child's age, and we will try to accommodate and tailor our presentation accordingly.

Please email [email protected] to reserve your spot!

**This event is open to clients and non-clients, friends, family members...please feel free to share.

Calling all teenagers and young adults! Heritage Oak is hosting another afternoon learning session geared towards you! D...
06/15/2026

Calling all teenagers and young adults! Heritage Oak is hosting another afternoon learning session geared towards you! Do you have questions about investments, finance, budgeting, or where to start to ensure your financial future looks bright? Join us for this FREE, fun and interactive afternoon with opportunities to ask questions and dive into topics that are of interest to you. We will have snacks and a couple of fun giveaways!

Friday, June 26 2:00-3:30 at the Heritage Oak office.

Space is limited!
Please email [email protected] to reserve your spot!

**This event is geared towards 16-22 year olds, but please reach out if you have interest and don't fit within that range. This event is open to clients and non-clients, friends, family members...please feel free to share.

What a day!Years ago, many of our clients trusted us to invest alongside them in SpaceX while it was still a private com...
06/12/2026

What a day!

Years ago, many of our clients trusted us to invest alongside them in SpaceX while it was still a private company. Today, we celebrate an incredible milestone as SpaceX begins trading on the Nasdaq.

We're honored to have helped clients access this opportunity and grateful for the trust they've placed in our team over the years. Moments like these reinforce the value of looking beyond traditional investments, staying patient, and maintaining a long-term focus.

Here's to celebrating this milestone—and continuing to seek exceptional opportunities for the families we serve.

It's hard to believe we could possibly be halfway through 2026, but here we are in June! Mid-year reviews allow our clie...
06/03/2026

It's hard to believe we could possibly be halfway through 2026, but here we are in June!
Mid-year reviews allow our clients to assess progress, identify opportunities in their plans, and adjust strategies with confidence.
If you aren't already a client of Heritage Oak, but would like a mid-year peek at your financial plan, we'd be happy to set up a complimentary review! Reach out to our team today to get the ball rolling in the right direction!

Address

5500 Walsh Lane, Suite 200
Rogers, AR
72758

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+14792303113

Website

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