Welcome to the Black Oak Alliance
Comprehensive Financial Solutions for Families, Business Owners, and Employers
Protecting your wealth, Preserving your legacy, Empowering your future
About Us -------
We Help Clients To Get Success
For decades, The Black Oak Alliance has helped clients navigate complex financial landscapes. Whether you’re planning for retirement, building a lasting legacy, or designing competitive employee benefits, we provide clarity and confidence every step of the way.
--------- What we do ----------
Our Services
Alternative Investment Strategies
Diversify with strategies beyond stocks & bonds—real estate, private equity, and alternative markets.
Estate & Succession Planning
Protect your assets, reduce taxes, and create a seamless transition for the next generation
MULTI-FAMILY OFFICE
Provides comprehensive financial, investment, estate, tax, and legacy services.
EMPLOYER BENEFIT PLANNING
Design competitive benefits packages that attract talent while protecting your bottom line
Focused on You and Your Family
Our Founders
Phil Nichols
Managing Partner
Dave Evans
Managing Partner
Let's work together!
At Black Oak, we’re not just selling policies – we’re building relationships based on trust, reliability, and genuine care. Join us in embracing a future where you can stride forward with confidence, knowing that we’ve got your back every step of the way. Experience insurance that truly matters.
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