Black Oak Wealth Management

Positive: Professionalism, Quality, Responsiveness, Value
Phillip was excellent to work with! He helped us organize our investments and create a great plan for our retirement.

Phillip is our son and proud that my husband and I was one of Phillip’s first clients. Phillip helped my retirement to grow very well over the past years. Phillip is trustworthy, caring, professional, and treats clients as he expects to be treated. Phillip has included stocks such as Tesla that has done well in my portfolio. I’m certain you will share the same professional experience if you choose his services.

Positive: Professionalism, Quality, Responsiveness, Value
We are so thankful to have found Phillip Hanks. He is very personable, professional and trustworthy. He is a renowned financial advisor / fiduciary in his community. He is always available to take care of our financial needs and doesn’t hesitate to assist with any concerns. We look forward to many more years of working with him.

Black Oak is a true fiduciary advisor with the well being of the client above itself. It takes the client’s risk profile and structures a portfolio tailored to that individual client’s needs. Great job!

Phil is a great person and financial advisor. He looks after his clients and is honest and forthright in his business dealings. You can't go wrong with Phil! A class act!

Phillip can be counted on to be trustworthy and professional. He stays active volunteering his time to better the Oak Ridge and beyond community which I greatly appreciate. He is a great person to do business with.

Professional and personal service! I was very impressed with how easy Phillip made the process of setting up retirement accounts for myself and employees.

When it comes to my finances, my future - selecting someone I could trust was important. I also wanted to go with a person that I could physically meet with and knew me. This is a trust relationship - I am not a big fish but I didn't want to be a nameless number. I wanted to feel that my future mattered (big or small) mattered to the one in charge of helping me achieve it. I am very glad that I (through word of mouth) met Phil. I feel like researching financial groups, investors, agents- to get a handle on my future - even though it was uncomfortable for me (cause I was nervous about what I might

I was referred to Philip Hanks by a good friend whose judgment I trust - and I'm so glad! I have found Philip to be extremely knowledgeable about everything related to wealth management - from taxes, to the political and economic news of the day (both domestic and international), to the behavior of national and international markets, to a wide variety of investment vehicles. He is always ready to talk over ideas, give advice, and help out in any way, always happy to go above and beyond the call of duty. I wouldn't use anyone else for my financial and investment needs. Philip truly is head and shoulders