Southern Oak Wealth GroupFinancial advisor in Brentwood, TN

Southern Oak Wealth Group is a financial advisor at 5205 Maryland Way Ste 320, Brentwood, TN 37027, ranked #40 of 199 financial advisors in Brentwood and rated 5.0 from 8 Google reviews.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Brentwood, TNUpdated November 9, 20260 paid placements in any rankingHow we rank

Call (615) 246-5510 Website ↗

Key facts

Key facts about Southern Oak Wealth Group
Address	5205 Maryland Way Ste 320, Brentwood, TN 37027Get directions
Phone	(615) 246-5510
Website	southernoakwealthgroup.com
Google rating	5.0 from 8 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Financial Advisorsmain specialtyGoogle main category
Financial PlannersGoogle main category
Wealth Managementbusiness name

Service area

Serves Brentwood and 9 towns within 25 miles: Brentwood Estates, Franklin, Nashville, La Vergne, Smyrna, Mount Juliet, Goodlettsville, Spring Hill and Hendersonville.

Based in Brentwood, TNView on map

Questions about Southern Oak Wealth Group

How is Southern Oak Wealth Group ranked in Brentwood?

Southern Oak Wealth Group is ranked #40 of 199 financial advisors in Brentwood by RFA Score, with 67 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What areas does Southern Oak Wealth Group serve?

Serves Brentwood and 9 towns within 25 miles: Brentwood Estates, Franklin, Nashville, La Vergne, Smyrna, Mount Juliet, Goodlettsville, Spring Hill and Hendersonville. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Southern Oak Wealth Group?

Southern Oak Wealth Group has a rating of 5.0 from 8 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Southern Oak Wealth Group?

Call Southern Oak Wealth Group on (615) 246-5510. The business is at 5205 Maryland Way Ste 320, Brentwood, TN 37027. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Southern Oak Wealth Group compared with nearby businesses
Business	Rank	RFA Score	Google rating	Saturday	Sunday	Distance away
Southern Oak Wealth Group (this business)	—	67	5.0 (8)	—	—
Afton Advisors	#38	67	5.0 (8)	No	No	1.2 mi
Holmes & Swafford CPAs	#39	67	4.8 (58)	No	No	18.3 mi
First Horizon Bank - Nashville, TN - Union St	#41	67	4.4 (43)	No	No	9.0 mi

See all 199 ranked financial advisors in Brentwood