01. Mission

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. 

Panoramic

 

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.

Learn How The Panoramic Plan Works

Services We Offer

Investment Management

Every day, you’re probably engaging in small, subconscious acts of investment planning. With seemingly endless tasks and a limited amount of time available, planning how you invest your time helps ensure you’re making the most of the hours you have available.

Tax Planning

It’s said that only two things are certain in life: Death…and Taxes! And while there’s not much you can do to avoid the former, with prudent planning and foresight, there’s a lot you can do to minimize the later.

Retirement Income Planning

Everything you do – from planning the education and designations you'd like to acquire, to starting a career and managing your career progression – is done in the hopes that you and your loved ones can have a better life.

Legacy Planning

After years of building and preserving your wealth, it is important to establish a coordinated estate plan to preserve what you worked so hard accumulate.

Business Planning

Growing a business is a difficult undertaking today as business owners must confront a myriad of tax laws and regulations while trying to effectively create products or services, manage their employees, develop and cultivate clients, and do so profitably.

How Our Team is Different

Integrity:

Being your trusted financial professional is a privilege, and we acknowledge this by aiming to be transparent, informative, and solution-focused in our advice.
 

Support:

We’re here to be your advocate, celebrate your wins, and provide insight and education to help you in reaching your financial goals.

Experience:

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.

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    Why Chose 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.

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If you’re planning on making some end-of-year charitable donations, there are a few questions to ask yourself first.