Heritage Oak Wealth Advisors Email Formats

Financial Services • Rogers, Arkansas, United States • 1-10 Employees

Heritage Oak Wealth Advisors Email Formats

Heritage Oak Wealth Advisors uses 1 email format. The most common is {first initial} (e.g., j@heritageoakwealthadvisors.com), used 100% of the time.

Format	Example	Percentage
{first initial}	j@heritageoakwealthadvisors.com	100%

Key Contacts at Heritage Oak Wealth Advisors

Libby Mcelroy

Director Of Operations

Micah Gibson

Founder, Senior Wealth Advisor

Lindsey Gibson

Director Of Operations

Company overview

Headquarters	5500 Walsh Ln, Suite 200, Rogers, Arkansas 72758, US
Phone number	+14792303113
Website	heritageoakwealthadvisors.com
NAICS	52
SIC	628
Founded	2019
Employees	1-10
Socials

About Heritage Oak Wealth Advisors

We are an independent, fee-based 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. We will work with you to align your finances to serve your life goals, resulting in peace of mind for you and your family. 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.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

Director

Founder/Owner

Employees by Department

Heritage Oak Wealth Advisors has 5 employees across 3 departments.

Departments

Number of employees

Funding Data

Heritage Oak Wealth Advisors has never raised funding before.

Heritage Oak Wealth Advisors Tech Stack

Discover the technologies and tools that power Heritage Oak Wealth Advisors's digital infrastructure, from frameworks to analytics platforms.

Apache HTTP Server

Web servers

Joomla

CMS

reCAPTCHA

Security

UIKit

UI frameworks

jQuery

JavaScript libraries

Google Tag Manager

Tag managers

PHP

Programming languages

Vimeo

Video players

Sectigo

SSL/TLS certificate authorities

IONOS

Hosting

Bootstrap

UI frameworks

Google Analytics

Analytics

Frequently asked questions

Heritage Oak Wealth Advisors is located in Rogers, Arkansas, US.

You can reach Heritage Oak Wealth Advisors at +14792303113.

Heritage Oak Wealth Advisors was founded in 2019, making it 7 years old. The company has established itself as a significant player in its industry over this time.

Heritage Oak Wealth Advisors has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at Heritage Oak Wealth Advisors

Libby Mcelroy

Director Of Operations

Micah Gibson

Founder, Senior Wealth Advisor

Lindsey Gibson

Director Of Operations

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