Why Oakwood


If your financial life seems to be spinning out of control, you're not alone. Today more than ever, the advisors at Oakwood Capital Advisors are an important resource. From budgeting, to planning for retirement, to saving for education, to managing your taxes and your insurance coverage, or planning for your retirement, our advisors are there to bring all the pieces of your financial life together.

“Finances” doesn't mean just one thing for most Americans—and “financial planning” means much more than just investing.

Although many professionals may call themselves “financial advisors”, there are those that lack the knowledge and training to provide a holistic approach to planning. Our financial advisors have completed extensive training and experience requirements within our professional designations programs, and are held to rigorous ethical standards by their governing bodies. They understand the complexities of the changing financial climate and they know how to make recommendations in your best interest. 

 

Who Do We Serve


Our clients are individuals, families, and small business owners who want to spend their time enjoying life, not worrying about their financial stability. They are looking for a meaningful relationship with an advisor that invests the time to understand their individual goals and concerns. Knowing if a decision deals with money - we can help.

Some of the people we meet already work with a financial professional, but they are looking for a second opinion. They have spent their entire lives accumulating wealth, and now realize they need a financial planner that specializes in the unique issues that arise in retirement.

Many people experience a life event that could create challenges or opportunities to their financial situation. These events commonly include such things as a new job or business opportunity, moving or relocating, feeling like you are paying too much in taxes, preparing for retirement, or a death in the family.

 

How Can We Help


At Oakwood Capital Advisors, we take a team approach to planning. Utilizing the individual strengths of each member, with combined experience of over 50 years, ensuring the best possible outcome for our clients.

We follow a goals-based process that incorporates all the pieces of your financial puzzle together as your life unfolds and needs evolve. Once defined, we develop a written plan to keep both you as the client, and us as the advisors, accountable on the direction we are taking as we work together to achieve those goals. 

After we structure your plan, we can provide individual solutions in retirement planning, investment management, tax planning, estate planning & wealth transfer, and insurance & risk management to get your plan on the right path.

Once in place, we review periodically to ensure the plan is on track and you are able to enjoy life to the fullest. 

 

 

 

 

 

 


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.

 

What We Offer


COMPREHENSIVE FINANCIAL PLANNING

INVESTMENT MANAGEMENT

TAX PLANNING

RETIREMENT PLANNING

EDUCATION PLANNING

INSURANCE SOLUTIONS AND RISK MANAGEMENT

ESTATE PLANNING

SOCIAL SECURITY STRATEGIES

BUSINESS PLANNING

DEBT PLANNING & ELIMINATION

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