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About

Built on expertise.
Driven by relationships.

A boutique advisory practice committed to delivering institutional-quality wealth management with a personal touch.

Our Story

Who we are.

Oakwater was founded on the belief that truly great financial advice requires seeing the whole picture — not just the portfolio. We built this firm to deliver that kind of integrated, client-first counsel.

Fiduciary First

We are legally and ethically obligated to act in your best interest — always. No hidden commissions, no product quotas. Just objective, personalized advice.

Integrated Strategy

Tax planning, investment management, and financial planning work together under one roof. Every decision is viewed through a tax lens — from day one.

Boutique Relationships

We deliberately maintain a focused client roster so every relationship receives our full attention. You are never a number — and your advisor always knows your name.

Who We Serve

Our Clients

High Net Worth Individuals & Families
Business Owners & Entrepreneurs
Young Professionals Building Wealth
Pre-Retirees & Retirees
Corporate Executives
Where We Practice

Our Reach

Oakwater is a registered investment adviser serving clients across the region and beyond, wherever exemptions permit. While we are headquartered in Ruston, Louisiana, we work with clients regardless of location.

921 N Trenton St
Ruston, LA 71270

Want to learn more about the person behind Oakwater?

Thomas Bates
Founder & Financial Advisor
Founder Financial Advisor CPA

Thomas founded Oakwater with a simple belief: clients deserve an advisor who truly understands their complete financial picture. With a background in accounting and years of experience advising high-net-worth individuals and business owners, Thomas brings a rare combination of tax expertise and wealth management discipline to every client relationship.

His integrated approach — combining strategic tax planning with comprehensive financial planning — means clients benefit from advice that is coordinated, proactive, and always aligned with their goals. Thomas is passionate about building lasting relationships and helping clients navigate life's most important financial decisions with confidence.

Beyond the Office

Thomas and his wife Anna welcomed twins Henry and Hollyn in March 2026 — their first children and the newest additions to the Bates family. They also have an English lab named Duke.

Outside of work, Thomas is an avid outdoorsman with a passion for hunting, particularly big game out west. He also enjoys getting out on the golf course with friends whenever he can. He and Anna share a love of travel and exploring new restaurants together.

Areas of Focus

Wealth Management Tax Strategy Financial Planning Business Advisory Risk Management Retirement Planning
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