The Philosophy We Share
Although each partner has a specialized area of focus, Brent Herndon, Phillip Plant and Ted Oakley share a similar philosophy – one that encompasses the entire firm. Whether a client is investing in mutual funds, stocks and bonds, working on a complex estate plan or selling a business, the inherent philosophy remains the same: to focus on serving the individual need of each and every investor with integrity and expertise, while simultaneously emphasizing the importance of retention and growth of principal.
The Relationships We Build
At Herndon Plant Oakley, relationships come first. With each partner’s experience spanning more than 40 years, they know and understand the importance of building strong, straightforward relationships. Building those relationships take time, care and consideration – and that is what the partners and staff at Herndon Plant Oakley do every day. They thoughtfully consider and serve the personal needs of their clients as they go about the business of providing them with the highest quality financial service and advice in an ever-changing market. Building relationships, much like investing itself, takes time. But at Herndon Plant Oakley, you will have no doubt that the time we take in building our relationship with you will be time well spent.