The Services We Provide

With a highly-skilled, long-tenured staff, Herndon Plant Oakley is uniquely positioned in the investment industry, offering clients a depth of service and experience that sets them apart. Each partner works closely with his team to provide clients with personal, customized money management and investment services to fit each individual’s long-term goals and needs. As a Registered Investment Advisor, HPO’s comprehensive advisory and money management services include:

The Results You Can Expect

Herndon Plant Oakley is in the business of serving you and your needs individually. They are there to build a relationship, analyze your needs, create a plan and offer you experienced guidance that will provide you with consistent growth throughout the tenure of your investments. In other words, Herndon Plant Oakley provides you with personalized service that in turn translates into consistent results you can count on – results for the long term.