Our mission is to take the complexity out of wealth management and provide straightforward advice to guide you towards your goals.
02. How We Serve
We believe the people we serve to be intelligent, rational, and capable of making sound financial decisions. Our job as fiduciaries is to provide all the critical facts to ensure they make decisions that are in their best interest.
03. Our Process
Connect - Understand your unique goals and concerns so you know where you are and precisely where you want to go.
Create - Create a custom plan just for you so you know the exact steps to reach your goals, which means you will never be lost or alone.
Commit - Put the plan in motion and monitor your progress to keep you on track so you have less stress now and a worry-free future.
At Oakwood Capital Advisors, we take a team approach to planning. Utilizing the individual strengths of each member, with combined experience of over 100 years, ensuring the best possible outcome for our clients.
We developed our Panoramic Planning Process to incorporate all the pieces of your financial puzzle together as your life unfolds and needs evolve.
How Our Team is Different
Being your trusted financial professional is a privilege, and we acknowledge this by aiming to be transparent, informative, and solution-focused in our advice.
We’re here to be your advocate, celebrate your wins, and provide insight and education to help you in reaching your financial goals.
Our team’s range of skills, education, and knowledge gives us the ability to provide you with the information you need to make informed financial decisions.
Why Choose a Fiduciary
Just as all doctors are not the same, not all advisors are the same either. The financial industry is filled with advisors that operate in different specialties and under different obligations to you the client.
When selecting a financial professional to guide you, it is important to choose a professional who displays loyalty and discloses all conflicts of interest to lay the foundation of trust which is what the Fiduciary Standard was established to accomplish.
At Oakwood Capital Advisors, LLC all our advisors act in this fiduciary capacity and are required by law to act with loyalty to the clients and their financial interests. We place our client’s best interest above all else when providing any of the services we offer.