We are Crystal Oak
Crystal Oak Wealth Management is an independent boutique financial planning firm based in Northwest Arkansas. Our intentional approach provides our clients with a personalized strategy to accomplish their goals today as well as those in the future. Our team
Values
Accountability, Education, Community, Respect
Values
Accountability, Education, Community, Respect
Motto
Adapt with clarity. Grow with confidence.
What do we do?
Our Mission, Values and Motto
Provide clarity on the opportunities ahead through a comprehensive approach to wealth management. Accountability, Education, Community, Respect. Adapt with clarity. Grow with confidence. Our services
Paul started his career in personal finance in 2018 while living in San Antonio, TX. He worked with a small boutique financial planning firm, S. Harris Financial Group. He earned his CERTIFIED FINANCIAL PLANNER certification in 2020. In 2022, Paul moved back to Dallas-Fort Worth to work with Hightower Signature Wealth, formerly known as Frontier Investment Management. In 2025, Paul moved to Northwest Arkansas with his fiancé, Sydney.
As I pursued my undergraduate degree at Texas A&M, I came across an organization called the Financial Planning Student Association (FPSA). After attending a few of the monthly meetings I was eager to enroll into the Financial Planning Minor. During my first class I learned about strategies and opportunities my parents could benefit from. Unfortunately, they did not know nor fully understand these available options. So for me, my why, is to provide clarity on the opportunities people have available to them.