OakHeart Financial Group

We’re excited to celebrate Kristen Hardy for being named to the 2026 Women Advisors to Watch list! This recognition honors advisors who go above and beyond to help clients achieve their long-term financial goals—a commitment that drives everything we do. A heartfelt thank you to our clients for your trust and loyalty, and to AdvisorHub for this incredible honor.

Our team is committed to providing timely insights on financial topics and priorities for our clients, and the greater public. Check out our latest perspective piece, Am I Ready to Retire: 5 Key Considerations, written by Tim McClurg. For this article, and further team perspectives, visit the Insights tab.

All of us at OakHeart Financial Group are proud to share that our team has been included on the 2026 Forbes Best-in-State Wealth Management Teams list. This list recognizes teams who excel at helping clients focus on their long-term financial goals – And we’re proud to say that is our No. 1 priority. Thank you to our clients for your loyalty and for the opportunity to continue to serve you.

We’re excited to celebrate Michael Hancock for being named to the 2026 Forbes Best-in-State Wealth Advisors list! This recognition honors advisors who go above and beyond to help clients achieve their long-term financial goals—a commitment that drives everything we do. A heartfelt thank you to our clients for your trust and loyalty, and to Forbes for this incredible honor.