How we meet
Serving clients nationwide with a virtual-first approach.
Nearly all Eight Oaks meetings take place virtually, giving clients convenient access to the full advisory team. In-person meetings can also be arranged for clients in Orange County and Middle Tennessee.
California
Orange County
Deep Southern California roots and a regional option for in-person meetings within a nationwide practice.
Tennessee
Middle Tennessee
Local ties to Williamson County and a regional option for in-person meetings within a nationwide practice.
Nationwide relationship
Start wherever you are.
Meet with the Eight Oaks team virtually by Zoom or phone. If an in-person conversation would be helpful, the team can discuss a convenient regional option.
