Investment Management
Portfolio development and ongoing investment oversight, built around your goals, time horizon, and comfort with risk.
Black Oak Wealth Advisory
Is your financial strategy keeping pace with your success?
Investment management, retirement income planning, and legacy strategies for business owners, executives, and farm and ranch families whose wealth is often tied up in what they built.
Over 50 years combined experience serving our communities
The integrated advisory model
Your business and personal wealth should work together.
Many owners work with several professionals who don’t always talk to each other. The result can be missed opportunities, conflicting strategies, and unnecessary complexity.
We bring your business, your investments, and your legacy into one coordinated strategy.
Investment strategies
Building wealth takes discipline. Preserving it takes strategy.
We consider investments, retirement income, and risk together, so each decision fits the larger plan.
Retirement Income Planning
Income planning and retirement strategies designed to turn what you have built into a plan for the years ahead.
Risk Management & Wealth Preservation
Identify and reduce risks that do not belong in this stage of your plan, including concentration in a single business or property.
Legacy & Generational Wealth
Strategies for transferring wealth to the next generation, coordinated with your estate and succession plans.
For owners
When your wealth lives in a business or land.
Owners face planning questions that many investors don't. We help you plan for them before decisions are forced.
- 01Much of your net worth is tied up in the business or the land
- 02A sale, buyout, or other liquidity event is on the horizon
- 03Retirement income needs to come from outside the business
- 04The next generation will inherit an operation, not just accounts
Our process
A disciplined approach to your financial future.
An ongoing relationship, not a one-time product transaction.
Step 1
Discover
We begin by understanding your business, your personal financial position, your objectives, and your concerns.
Step 2
Analyze
We evaluate your current investment and retirement strategies and identify potential risks and opportunities.
Step 3
Strategize
We develop a coordinated plan with specific recommendations, priorities, and timelines.
Step 4
Implement & Monitor
We help put the plan in place and review it as markets, your business, and your family change.
Who we serve
Strategies for Oklahoma owners and families.
Business Owners
Coordinating business assets with personal financial goals.
Executives
Retirement planning, wealth accumulation, and legacy strategies.
Farm & Ranch Families
Planning around land, operations, and the next generation.
Professional Practices
Personal wealth and retirement for practice owners.
High-Net-Worth Families
Coordinated wealth strategies for complex financial needs.
Your advisor
Dave Evans
Managing Partner · Investment Adviser Representative of Sequent Planning, LLC
A former Air Force combat pilot who commanded three squadrons, Dave brings preparation, teamwork, and clear communication to every client relationship. He has spent the last 11 years working with business owners and holds an MBA.
Dave leads wealth management and retirement planning at Black Oak Alliance. He lives in Edmond, Oklahoma, with his wife, Andrea, and their son and daughter.
Meet the PartnersLegacy
Your business. Your wealth. Your legacy.
Whether you are preparing for retirement, planning for a sale, or getting ready to pass the operation to the next generation, we help you evaluate your options and build a coordinated strategy.
Start with a conversation
Let’s develop a strategy for all three.
Tell us where you are and where you want to go. We’ll talk it through and help you decide whether an ongoing wealth advisory relationship makes sense.
Start a ConversationBuild Your Legacy. Protect What Matters.
Running a business? Black Oak Consulting is a separate service with a separate agreement.Explore Business Advisory →