Herndon Plant Oakley

Investing for the long term since 1985, Herndon Plant Oakley is a financial services company founded by Brent Herndon, Phillip Plant, and Ted Oakley. Our mission is to provide comprehensive advisory and money management services to our clients, focusing on net worth building, retirement plans, and thorough investment analysis. With over 40 years of combined experience, we are dedicated to serving our clients with integrity and expertise.

Our Team

Our team consists of highly knowledgeable and experienced financial advisors, including Brent Herndon, Phillip Plant, and Ted Oakley. Each partner brings a unique set of skills and expertise to the table, ensuring that our clients receive tailored advice and personalized service. Whether you are looking to establish and manage your retirement plans, grow your assets, or need investment advice, our team is equipped to help.

Philosophy

At Herndon Plant Oakley, we share a philosophy that emphasizes serving the individual needs of each investor with integrity and expertise. We understand the importance of retention and growth of principal and strive to provide the highest quality financial services in an ever-changing market. Our relationships with clients are built on trust, care, and consideration, ensuring that every interaction is meaningful and beneficial.

Services

We offer a range of financial services, including comprehensive advisory and money management services, net worth building, retirement plans, and thorough investment analysis. Our team is dedicated to helping clients achieve their financial goals, whether it's establishing a retirement plan, growing assets, or seeking investment advice.