Noakes Wealth Management

Here, at Noakes Wealth Management, it is our goal to match clients with an investment strategy that will help them reach their financial goals without sacrificing peace of mind. We offer a wide range of financial services that cater to individual needs, from retirement and estate planning to college savings and investment accounts. Our team of experienced professionals, led by David Noakes, a seasoned broker with over 25 years of experience, is dedicated to providing personalized financial guidance to help our clients achieve their goals.

Our Story

David Noakes, the owner and lead broker at Noakes Wealth Management, began his career in 1992 with Dean Witter Reynolds. After successfully passing the brokerage exam, he trained with Morgan Stanley Dean Witter at 2 World Trade Center in Manhattan, NY. With a strong foundation in investment strategy, retirement planning, global trade, and investment banking, David returned to his hometown in Southern California, where he held a position as a broker with Dean Witter Reynolds. Later, he moved to Selma, Alabama, where he worked as a broker for The Peoples Bank. When the opportunity arose to purchase an independent financial services business in Eufaula, Alabama, David saw it as a chance to create a business that reflected his values and priorities. And so, Noakes Wealth Management was born.

Our Services

At Noakes Wealth Management, we offer a comprehensive range of financial services designed to help our clients achieve their financial goals. Our services include:

• Retirement Planning: We help our clients plan for their golden years, ensuring they have enough resources to enjoy their retirement.
• Estate Planning: Our team assists with estate planning, ensuring that our clients' assets are protected and distributed according to their wishes.
• College Planning: We provide guidance on saving for college, helping our clients prepare for their children's education expenses.
• Investment Accounts: Our team helps clients open and manage investment accounts, including IRAs, 401(k), and 529 plans.
• Stocks, Bonds, and Mutual Funds: We offer advice on investing in stocks, bonds, and mutual funds, helping our clients build a diversified portfolio.
• Investment Strategy: Our experienced professionals work with clients to develop a personalized investment strategy that aligns with their goals and risk tolerance.

Our Team

Our team is dedicated to providing exceptional customer service and personalized financial guidance. David Noakes, our lead broker, has over 25 years of experience in the financial industry. Cindy Noakes, our office manager, handles all administrative duties, allowing David to focus on our clients and the market. Together, they form a formidable team that is committed to helping our clients achieve their financial goals.

Our Values

At Noakes Wealth Management, we are guided by biblical investing principles and a strong commitment to customer service. We believe in taking a holistic approach to financial planning, considering our clients' values, goals, and risk tolerance when developing their investment strategy.