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Integrated Business & Wealth Advisory

Your business. Your wealth. Your legacy.
One coordinated strategy.

Your CPA, attorney, advisor, insurance agent, and consultant don't always talk to each other. We bring business strategy and personal financial planning together.

Over 50 years combined experience serving our communities

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Black Oak Consulting

Business Advisory

For owners of privately held companies who want to grow, improve profitability, and build a business that runs well without them.

  • Growth strategy and profitability improvement
  • Employee and executive benefits consulting, including alternative strategies to structure competitive benefit programs
  • Cash flow, financial reporting, and clear performance metrics
  • Succession and ownership transition planning
  • Hands-on implementation with you and your leadership team
Explore Consulting
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Black Oak Wealth Advisory

Wealth Advisory

For business owners, executives, and farm and ranch families planning for retirement and the next generation.

  • Investment management: portfolio development and ongoing investment oversight
  • Retirement income planning and strategies
  • Risk management and wealth preservation
  • Legacy and generational wealth transfer
Explore Wealth Advisory

Black Oak Consulting and Black Oak Wealth Advisory are separate services with separate engagements. Neither is required to use the other.·Not sure where to start?Start a conversation

Your business. Your wealth. Your legacy.

Let's talk about all three.

Growing the business, preparing for retirement, or passing on the family land, most owners have questions on both sides. Tell us where you are, and we'll help you find the right place to begin.

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Build Your Legacy. Protect What Matters.
Black OakALLIANCE
Black Oak Alliance
108 S. Division St., Guthrie, Oklahoma 73044
405-805-1054

ServicesBlack Oak Consulting and Black Oak Wealth Advisory are separate services with separate agreements. Consulting engagements do not include investment advice, and wealth advisory services are not part of any consulting engagement.

Legal & taxBlack Oak Alliance does not provide legal or tax advice.

Black Oak Alliance is a DBA of The Black Oak Advisory Group LLC.

Disclosure

Financial planning and investment advisory services offered through Sequent Planning, LLC, a Registered Investment Adviser (RIA). The Black Oak Advisory Group LLC is not a registered financial services company and is independent from Sequent Planning. Advisors are registered with Sequent Planning as independent contractors and not employees of Sequent. Insurance products, Legal, Tax and Accounting advice are not offered through Sequent Planning.

The information provided on this website is for educational purposes and does not intend to make an offer of solicitation for the sale or purchase of any specific products, investments, or investment strategies.

Additional information about Sequent Planning and our Advisors is also available online at www.adviserinfo.sec.gov
Or https://brokercheck.finra.org/.

This site is published for residents of the United States only. Sequent Advisors may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state.

© 2026 Black Oak Alliance. All rights reserved.

Meet the Partners

The people you'll sit across the table from.

Over 50 years of combined experience, spanning military, business, and financial services.

Phil Nichols

Phil Nichols

Managing Partner

Veteran and former Special Tactics Operator who built HR Benefit Planners from the ground up. More than 30 years across the military, employee benefits, estate planning, and outsourcing.

Dave Evans

Dave Evans

Managing Partner

Former Air Force combat pilot who commanded three squadrons. 11 years helping business owners plan and grow, a licensed insurance agent in Oklahoma, and an Investment Adviser Representative of Sequent Planning, LLC. MBA.

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