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Securities offered through LPL Financial. Member FINRA/SIPC. Investment advice offered through GWM Advisors, LLC, a registered investment advisor. GWM Advisors, LLC and Oak Grove Wealth Partners are separate entities from LPL Financial

We are licensed to sell securities in HI,KY, LA, MS, TX, and OK.  This website should not be considered a solicitation in any other states.

GWM ADVISORS is a Registered Investment Advisor. Advisory services are only offered to clients or prospective clients where GWM Advisors and its representatives are properly licensed or exempt from licensure. This website is solely for information purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by GWM Advisors unless a client service agreement is in place.

Who We Are

Our firm is committed to providing highly personal service that fosters long-term relationships. We partner with clients to address their needs in every financial situation, across all facets of wealth management – no matter how simple or complex – to ensure an exceptional experience.

Stephen K. Liles

J.D., CFP®

Stephen K. Liles is a CERTIFIED FINANCIAL PLANNER™ professional and Managing Partner of Oak Grove Wealth Partners. He is a native of Southwest Louisiana and began his career in private law practice after earning his bachelor’s degree from Louisiana State University and Juris Doctor from Loyola School of Law. Stephen is a member of the Southwest Louisiana Bar Association, Louisiana State Bar Association and Financial Planning Association. He and the entire Oak Grove Wealth Partners team are dedicated to helping clients preserve and manage their assets, in order to develop a legacy that benefits loved ones and future generations.

W. Owen Thompson

CEPA

Owen Thompson is a founding partner of Oak Grove Wealth Partners. He was born and raised in Lake Charles and earned both a bachelor’s and master’s degree from Louisiana State University, as well as his Certified Exit Planning Advisor designation (CEPA). Owen began his finance career in 2010 and joined Oak Grove Wealth Partners shortly thereafter. As a financial consultant, Owen is well versed in all aspects of comprehensive wealth management including, business planning and estate transition. Specifically, he leverages his experience as a CEPA consultant to help business owner clients develop a strategy to exit or transition their business successfully on their terms and conditions.

John. A Mitchell

CFP®

John A. Mitchell is a CERTIFIED FINANCIAL PLANNER™ professional and began his finance career in 2009. He is a native of Louisiana and earned his bachelor’s degree from Louisiana State University. John is passionate about working with people to help them complete and understand the pieces of their financial puzzle, and his ultimate
satisfaction comes from seeing his clients realize their financial goals.

Murl L. Vincent, Jr. 

Murl L. "M.L." Vincent, Jr. graduated from Sulphur High School and attended LSU.  He started in the life insurance industry in 1968.  M.L. has been Series 7 registered since 1970 and an Investment Advisor Representative since 2002. 

M.L. is a qualifying and life member of the Million Dollar Round Table, the premier association of financial professionals.  MDRT members demonstrate exceptional professional knowledge, strict ethical conduct, and outstanding client services.  He has also qualified for Court of the Table and Top of the Table numerous times.M.L. is a business leader in his community and is passionate about his community service.  

"Planning is bringing the future into the present so that you can do something about it now."

-Alan Lakein

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