More Info Choosing a financial advisor We will help you take control of the things that matter most in your life More Info

Fiduciary advisor team at Scarlet Oak Financial Services

Financial Planner

We will work through the process to identify your needs, goals and strategy, and put your plan into action

Retirement Planner

Are you nearing partial retirement or considering retiring completely? What is your income distribution plan? We can plan for a specific retirement date but our final end date is a mystery. Will your resources last as long as you?

Wealth Advisor

Our advisors will provide you with independent and custom-tailored investment analysis and advice

Business Benefits

You’ve worked hard to get where you are. As a successful entrepreneur, there is much to consider when it comes to taking care of yourself as well as your business.

Things to know about us!

  • Holistic overall financial planning
  • Fee Based and Fee only fiduciary advisors
  • Hourly and Year-long flat-fee planning options
  • Low cost Institutional Share Class utilizing TD Ameritrade Institutional 
  • Alternative investments
  • Insurance- Life, Disability, Long Term Care and Annuity options
  • New Medicare supplemental and advantage plan options
  • We provide group and one-on-one education on a variety of topics
  • Faye Sykes has specialties with retirement and social security planning, 401k's and general overall holistic planning. 

TIPS, NEWS & VIDEOS Your Money Advice Blog

Weekly Article 2021 (9)

Economic data painted a mixed picture of the economy

In this week’s recap: Accommodative Fed policies lead to inflation concerns. Weekly Economic Update     THE WEEK ON WALL STREET Rising bond yields dampened investor enthusiasm for high-multiple growth companies last week, sending market averages mostly lower in a holiday-shortened week of trading. The Dow Jones Industrial Average gained 0.11% for the week. But…

1st Quarter Articles (14)

Annual Tax Guide – A Guide to 2021 Tax Law Changes

  How to Prepare for Tax Season     In this guide, we’ll explore ways to help you prepare for the upcoming tax season.   Keep in mind, this guide is for informational purposes only and is not a replacement for real-life advice, so make sure to consult your tax, legal, and accounting professionals before…

Weekly Article 2021 (8)

Economic Expectations Rising

In this week’s recap: Vaccinations and declining case numbers result in economic optimism; Fed Chair says no change for now. Weekly Economic Update   THE WEEK ON WALL STREET Stock prices inched higher last week amid declining COVID-19 cases, a pick-up in vaccinations, and progress on a fiscal relief bill. The Dow Jones Industrial Average…

What is YOUR Risk Number?