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.

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!

Our office will be closed Monday, May 25 in observance of Memorial Day. We wish you a long weekend full of rest, remembr...
05/22/2026

Our office will be closed Monday, May 25 in observance of Memorial Day. We wish you a long weekend full of rest, remembrance, and time with family!

True wealth is about more than numbers — it’s about creating confidence for the future and a foundation that lasts for g...
05/11/2026

True wealth is about more than numbers — it’s about creating confidence for the future and a foundation that lasts for generations.

At Heritage Oak, we have the priviledge to guide families through every season of life with thoughtful planning, long-term perspective, and relationships built on trust.

Built on trust. Designed for generations.

We are so thankful for the relationships we have with our clients. It is really a gift to work with people who have plac...
04/29/2026

We are so thankful for the relationships we have with our clients. It is really a gift to work with people who have placed such trust and confidence in our team, and we don't take that responsibility lightly!

We would be thrilled to meet with anyone looking for a new financial relationship and provide a complimentary financial review to see if we would be a good fit. We aren't looking to be everyone's perfect fit, but we love it when it all lines up and we create a lasting relationship to grow together through the years.

Most people don’t need more information—they need a clear plan.When strategy and guidance align, your financial decision...
04/23/2026

Most people don’t need more information—they need a clear plan.

When strategy and guidance align, your financial decisions become simpler and more intentional. Our team helps clients move forward with confidence every day. If you’ve been putting off a plan, now is a great time to start!

Tax Day is tomorrow. The real question is—are you planning ahead, or just reacting each year?A thoughtful investment and...
04/14/2026

Tax Day is tomorrow.

The real question is—are you planning ahead, or just reacting each year?

A thoughtful investment and tax strategy can make a meaningful difference over time, and we are here to help!

Please give a warm welcome to our newest member of the Heritage Oak Wealth Advisor team! Lori joined us last month, and ...
04/09/2026

Please give a warm welcome to our newest member of the Heritage Oak Wealth Advisor team! Lori joined us last month, and she is proving to be a much needed and valuable addition to our growing team!
She will likely be the voice you hear when you call our office, the first welcoming face you see when you walk in, and a resource that all of our clients will benefit from!

Welcome, Lori!

Happy Easter from the Heritage Oak crew! He is risen!
04/05/2026

Happy Easter from the Heritage Oak crew! He is risen!

It's about to be everyone's favorite month to hate--April! We help clients coordinate their financial planning and tax s...
03/31/2026

It's about to be everyone's favorite month to hate--April!

We help clients coordinate their financial planning and tax strategy to ensure that the decisions they make support both growth and preservation.

The surprises that sometimes come up in April can be minimized with the right planning. We work closely with many CPA's to ensure our clients are set up for success!

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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