As we reflect on the recent holiday season and look ahead to the upcoming year, we at SageOak® would like to extend our sincere gratitude for your continued trust and partnership. It is an absolute privilege to serve your wealth management needs, and we are committed to consistently enhancing our services to meet those evolving… Read More
PRESS RELEASE: Dr. Fielding Elseman Joins SageOak® Team
FOR IMMEDIATE RELEASE Former Principal & Educator Dr. Fielding Elseman Joins SageOak Financial, LLC TULSA, OK – November 4, 2025 – SageOak Financial, LLC, a Tulsa-based financial planning and investment advisory firm, announced today that Dr. Fielding Elseman, a distinguished K-12 educator and administrator, joined the firm as an Associate Financial Advisor in August 2025… Read More
2024 Midyear Client Letter
To All of Our Clients, It is a pleasure to update you on the general progress of our portfolio – and, more importantly, our financial plan – during the first half of 2024. Before delving into specifics, I’d like to reiterate a few of the core principles that guide our investment and financial planning approach… Read More
2022 Midyear Financial Market Update
Wondering what’s been happening with the financial markets this year? Check out this video for a brief midyear financial market update from your friends at Seasons and SageOak Financial. Problem with the video? The full video transcript can be found below. —TRANSCRIPT START— “Hi, I’m Tyler Gray, Managing Director and one of the financial advisors… Read More
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