Get to know the financial firm dedicated to providing personalized
retirement guidance with integrity and care.
Your Trusted Voice in Retirement
We’ll work alongside you, creating retirement wins every step of the way.
Our Core Values
By living out our core values every day, we help families across the nation retire with improved clarity and confidence.
We put people before profits and serve our clients’ best interests in every decision.
We do the right thing, especially when no one is watching.
Relationships, family and teamwork are at the heart of everything we do.
We speak truth with empathy and have the courage to have hard talks.
We aim to make the complex simple, helping give clients clarity and confidence in their plan.
Jason Oliver
President and Founder
Jason built Heritage Oak Financial around values that reflect both his personal life and professional philosophy: service first, integrity always, people matter, honest conversations and simplified processes. His people-centered mindset drives every conversation, helping clients feel understood, supported and valued as they navigate life’s most significant transitions.
Through his firm’s virtual model, Jason and his team are able to serve clients nationwide, combining personalized service with cutting-edge technology. Their mission is to make financial guidance accessible to anyone, anywhere.
Jason is a financial professional. He earned his degree in personal financial planning from Texas Tech University and maintains his Chartered Federal Employee Benefits ConsultantSM designation. For over 20 years, he has served a wide range of clients, from private sector professionals to teachers and federal employees, each with unique goals and challenges.
As a husband and father, Jason knows firsthand the importance of creating a future for the people you love. He married his wife, Michelle, while they were in college, and they have two children, Addison and Ashley, and two dogs, Weller and Stoli. Away from the office, Jason enjoys time with his family, traveling, conversations with friends and the occasional good cigar.
Take the first step today for a better retirement tomorrow.
It’s never too early — or too late — to take control of your financial future. Get started today by scheduling a virtual appointment with one of our financial professionals.