At Oakwood Capital Advisors, LLC, our mission is to take the complexity out of investment management and provide straightforward advice to guide you towards your goals.
We strive to help empower individuals, families, and small businesses to achieve financial freedom and security through personalized, collaborative, and comprehensive financial planning.
We are dedicated to providing expert guidance, innovative solutions, and unwavering support to help our clients navigate their financial journeys with confidence. Our commitment is to build lasting relationships based on trust, integrity, and excellence, ensuring that every client's unique goals and dreams are realized. Together, we create a future where financial peace of mind is accessible to all.
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
As a Financial Planning oriented firm, we understand not everyone needs investment management. Therefore, we have developed three distinct service options to serve the individuals, families, and businesses that partner with us. Our service offerings are summarized as follows:
Appropriate for someone who is looking for help managing their entire financial life.
Ongoing and unlimited service included for all clients under this model:
Assets under management fee schedule applied cover all services.
Appropriate for someone who is looking for help getting pointed in the right direction.
Evaluate their current financial situation and give them an assessment with actionable items to benefit them with:
One-time or ongoing flat fee for services.
Appropriate for small business owners during all stages from initial creation to succession planning.
Ongoing and unlimited service included for all clients under this model:
Cost varies based on services rendered.
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.
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.
