Local context
Middle Tennessee roots connected to the Eight Oaks process.
Eight Oaks maintains a private office in Williamson County, giving Andy and Tom a local base in Middle Tennessee.
Most meetings take place virtually. When meeting in person would be helpful, we can come to you or arrange a convenient meeting location in Nashville, Franklin, your home, or your business in Middle Tennessee.
The central question
How do you turn concentrated company stock into a more flexible retirement plan?
Decisions we coordinate
From liquidity event to retirement income.
Taxes shape every part of the decision—not only the eventual sale.
Employer stock
RSUs, options, ESPP shares, 10b5-1 plans, trading windows, deferred compensation, NUA, charitable gifting, diversification, and the tax consequences of each decision.
Retirement transition
Retirement readiness, benefits, cash reserves, tax-aware income planning, charitable and family priorities, and the shift away from salary.
Investment strategy
Tax-aware portfolio management aligned with concentration risk, income needs, goals, and the broader financial plan.
Eight Oaks coordinates tax-aware planning with your tax professional; the firm does not provide tax preparation or stand-alone tax advice.
How we meet
Nationwide reach. Middle Tennessee connections.
The majority of meetings take place virtually, giving clients across the United States access to the full Eight Oaks team. When being in the same room would improve the conversation, Eight Oaks can come to you or coordinate a convenient meeting location in Franklin.
