Values-Driven Wealth Planning.
Clear Strategy. Eternal Impact.

We help you design a personalized wealth plan that reflects your values, supports your goals and prepares you for what matters most.

2025

Start Your Wealth Plan

Schedule a no-cost, no-pressure conversation.

Values-Driven Wealth Planning.
Clear Strategy. Eternal Impact.

We help you design a personalized wealth plan that reflects your values, supports your goals and prepares you for what matters most.

Start Your Wealth Plan

Schedule a no-cost, no-pressure conversation.

2025

Focused on You – Your Wealth, Your Future

This is more than a tagline — it’s our commitment to walk with you through every season of life with purpose and clarity.
Watch how we bring this to life in our PBS feature.

Watch the full episode

Meet The Team

What Does a Wealth Plan Actually Include?

It’s more than investments.
It’s a personalized strategy that helps you steward wisely and live purposefully.

LIVE

Plan your spending, lifestyle and cash flow with clarity

GIVE

Align generosity with Kingdom impact.

OWE

Manage taxes, debt, and financial obligations with wisdom.

GROW

Invest intentionally for long-term legacy and peace of mind.

Built on Biblical Principles

We believe God owns it all, and we are stewards of the resources He’s entrusted to us.

We’re a team united by shared values and distinct strengths — each person bringing their gifts to the table in service to others.

We believe in working with humility, honoring one another’s efforts, and showing up with integrity — because stewardship starts with how we treat each other.

We hold ourselves accountable, not just to laws and standards, but to the higher calling of serving well and leading with wisdom..

Real Clients. Real Peace of Mind.

    
 
 
       Posted on Google  
   
   Ryan 
 21/08/2025
 
 
 Trustindex verifies that the original source of the review is Google. If you want to entrust your finances into someone that will treat you like family and invest your money as if it were theirs, you have found the right place. Donnie, Cris, Abby And the whole team care about their clients. If you were lucky enough to be accepted as a client, you can rest assured that this team will have your financial future at the forefront of their everyday thoughts and dealings. By far the best financial team I've ever worked with and they will take my family and I into our golden years!
  
 
      Posted on Google  
   
   Brian 
 25/07/2024
 
 
 Trustindex verifies that the original source of the review is Google. Greg Thompson,President of Stone Oak Wealth Management,knows more about investing than any 100 companies put together.Greg and his team care only about doing the best that can be,to put you in a great,safe place with your investments.They have kept a lot of extra stress and worry from my life.I am grateful.
  
 
      Posted on Google  
   
   Scott Motycka 
 14/02/2024
 
 
 Trustindex verifies that the original source of the review is Google. The SOWM team far exceeds expectations in honesty & integrity, best in class knowledge & expertise, and good ole fashioned hospitality. God literally took us to the very depths in our finances, but that is what allowed us to find SOWM. So it was all worth it. I am so grateful that God lead us to SOWM.
  
 
      Posted on Google  
   
   Jason Thompson 
 15/12/2023
 
 
 Trustindex verifies that the original source of the review is Google. Professional, honest, and communicative staff.  Best advisement firm we've ever worked with by far.
  
 
      Posted on Google  
   
   Lesta Ryan 
 30/11/2023
 
 
 Trustindex verifies that the original source of the review is Google. Stone Oak Wealth Management has been extremely helpful for me and my husband in preparing for our retirement and investments.They have been very attentive and patient while walking us through every step of our journey.   (which we definitely needed) I would recommend them highly.