Alec Spring
Invest for today. Plan for tomorrow.
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Oath Planning
Alec Spring
Tulsa, OK
Serving Clients Nationwide
Invest for today. Plan for tomorrow.
Areas of Focus
- Estate Planning
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About Alec Spring
Alec Spring plays a pivotal role in our Oath Planning team. After graduating from the University of Oklahoma in 2017, Alec embarked on a journey that would eventually lead him to Oath.Beginning his career as a sales and financial consultant, Alec honed his skills in handling the procedural and strategic aspects of client relationships and financial planning. With dedication and hard work, he quickly adapted to navigating the complexities of the financial planning landscape, gaining his clients' and colleagues' trust and admiration.
But Alec's journey didn't stop there - it was merely the foundation for something more significant. Along the way, he discovered a profound passion for making a positive impact on the lives of others, knowing that financial planning could be a powerful tool to create lasting legacy and prosperity for families across the United States.
In 2021, Alec joined the Oath team, and since then, his dedication to getting to know our clients and figuring out how we can better help them has only grown. As a valued team member at Oath, he contributes his expertise and genuine desire to deliver the best client experience possible. Working alongside a team that shares his enthusiasm for helping clients live better lives, Alec feels right at home in our Oath family.
At Oath, we believe in fostering an environment that nurtures personal and professional growth. Alec's gratitude for being a part of such a supportive company is evident, as he seizes every opportunity to develop his skills while positively impacting families' financial well-being.
Primary Location
1214 East 33rd Street, Tulsa, OK 74105
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Based
- Percentage of Assets Managed
What to expect in the first meeting
Visit our website and click the 'Get your free consultation' button to request we contact you. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About Oath Planning
Oath Planning is not just another financial advisory firm—we take a holistic, client-centered approach that integrates estate planning and financial strategy to create a comprehensive plan for long-term success. We align your money with your meaning, and your wealth with your well-being, so you can finally step into the life you know you want to live, without what’s been holding you back.Your money should support the life you want to live today, not just a future many years away. Our fiduciary advisors simplify everything from investment strategy to tax minimization. With a single trusted partner by your side, you gain the confidence to live fully and plan wisely.
The best plans are simple. Working with Oath means a single point of contact for getting all of your finances in order. While most firms focus on asset growth alone, our integrated approach aligns every aspect of wealth to bring more purpose and presence to your life.
Education
University of Oklahoma, Bachelor's degree, Political Science and Government
Hobbies and Interests
- Family
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Families
- Intergenerational Families
- Living in Retirement
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