Hello,
We are Noble Oak Financial.
At Noble Oak Financial, we aren’t one size fits all. We believe in a holistic approach customized to each client. We want to take the time to get to know you and your goals so that our plans meet your needs. As a fiduciary, our role in this financial partnership is to guide you with the utmost care and consideration to meet your financial goals.
Hello,
I'm Mike Koltz.
Regardless of the level of wealth, my team and I have always believed that people can live a better life if their finances are properly managed and well-understood. This inspired me to pursue a career in financial services and to build a firm that helps people live a life focused on what is truly important.
Hello,
I'm Josh Linton.
No matter where I travel, Augusta will always be home to me. My team and I enjoy serving our loyal wealth management clients here and giving back to this community. We were inspired to build a firm that brings holistic financial planning and the needs of our clients to the forefront of our business.
Innovative Strategies for Today and Beyond
At Noble Oak Financial, we understand how hard you work, and we want to work hard for you. Whether you’re preparing for retirement, searching for investing opportunities, or looking to grow your small business, we will work alongside you and develop a comprehensive financial strategy to help you work toward your goals.

Our Services
With a long-standing background at financial institutions, we know the importance of top-notch service and access to resources. That’s why we founded Noble Oak Financial, a financial planning firm built with you in mind. In partnership with our broker dealer, Cetera Wealth Services LLC, we provide our clients with tax-intelligent resources that support our holistic approach.
Wealth Management
Rooted in knowledge to provide wide canopies of care for you and your family
