About Black Oak Alliance
Protecting Legacies.
Building Wealth.
Empowering Growth.
Protecting your wealth, Preserving your legacy, Empowering your future
About Us -------
A Firm Built to Protect What Matters Most
Black Oak Alliance was born out of a simple but powerful realization:
High-net-worth families, business owners, and employers are often underserved and overlooked in critical areas of risk management, wealth preservation, and strategic planning.
Our founders, Phil Nichols and Dave Evans, saw the opportunity—and responsibility—to change that.
The Black Oak Team brings over 50 years of combined expertise in building businesses, leadership, business consultation, growth, succession planning, estate planning, insurance, benefits consulting, and risk architecture, helping business owners and families safeguard what they’ve built.
Together, they built the Black Oak Alliance:
A multi-disciplinary, values-driven firm that delivers practical, profitable, and protective solutions tailored to the unique needs of successful families, entrepreneurs, and closely held businesses.
What Makes Us Different
• Real-World Solutions: For business owners, we deliver measurable savings and protection in areas tied to unavoidable deadlines.
• Legacy First: For families, especially ranchers and landowners, we design estate strategies that preserve wealth and values for generations.
• One-Stop Resource: From employee benefits and compliance to risk management and estate equalization, we cover the full spectrum.
Meet Our Leadership
Phil Nichols
Managing Partner
Phil is a strategic leader and expert in estate planning, risk management, and legacy protection. He helps landowners, ranching families, and business owners simplify complex decisions around succession, insurance, and generational wealth transfer.
He is known for designing executable strategies that align legal, financial, and family priorities — turning big-picture planning into results that last. With deep experience in advanced insurance structures and high-net-worth estate planning, he works hand-in-hand with attorneys, CPAs, and advisors to protect what clients have spent a lifetime building.
Phil brings clarity and confidence to every conversation with his ability to connect people, simplify complex decisions, and uncover hidden risks,
Dave Evans
Managing Partner
Dave Evans is the operational engine behind Black Oak Alliance. He brings structure, accountability, and results-driven leadership to every part of the business — from client onboarding and partner coordination to strategic implementation and day-to-day execution.
With a background in leadership and business systems, Dave ensures that complex estate planning, insurance, and risk management strategies are not only designed — but delivered. He specializes in turning ideas into action, helping ranching families, landowners, and business owners protect what they’ve built and plan for what’s next.
Known for his ability to simplify complex decisions and uncover hidden risks, Dave brings clarity and confidence to every conversation. He partners with CPAs, attorneys, and financial professionals to deliver comprehensive solutions that protect legacies and fuel generational success.
Why "Black Oak"
The oak tree is a symbol of strength, stability, and endurance—values at the heart of what we do. Just as the oak grows stronger over time, our mission is to help clients build lasting wealth, protect what matters most, and leave a legacy that endures.
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