WHY OAKWOOD
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.
Service We Offer
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:
Family Office
Bundled Financial Planning and Investment Management Services
Appropriate for someone who is looking for help managing their entire financial life.
Ongoing and unlimited service included for all clients under this model:
- Investment Management
- Tax Planning
- Retirement Income Planning
- Insurance Solutions & Risk Management
- Legacy Planning
- Business Planning
Assets under management fee schedule applied cover all services.
Strategic Partnership
Financial Planning Services Only
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:
- Investment Management
- Tax Planning
- Retirement Income Planning
- Insurance Solutions & Risk Management
- Legacy Planning
- Business Planning
One-time or ongoing flat fee for services.
Business Planning
Bundled Financial Planning and Investment Management 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:
- Business Planning
- 401ks/403b services
- Business accounting
- Business tax
- Business payroll
- ESOP
Cost varies based on services rendered.
Who We Work With
Retirees & Pre-Retirees
Retirees need comprehensive financial planning to ensure their savings last throughout retirement. This includes managing withdrawals, minimizing taxes, and planning for healthcare expenses and long-term care.
Small Business Owners
Running a small business comes with its own set of financial challenges and opportunities. We assist small business owners with financial planning, cash flow management, tax strategies, bookkeeping, payroll and succession planning. Our goal is to help you grow your business, achieve financial stability, and plan for the future.
Corporate Executives
Corporate executives face complex financial situations, often involving significant compensation packages, stock options, and retirement plans. We offer strategic planning to optimize your financial future, including tax-efficient investment strategies, retirement planning, and estate planning, ensuring your wealth continues to grow and is well-protected.
High-Income Professionals
High-income professionals, such as doctors, lawyers, and tech experts, require specialized financial guidance to manage their wealth effectively. We provide comprehensive financial planning, investment management, and tax planning services designed to help you maximize your income, protect your assets, and plan for a secure future.
Real Estate Owners
Real estate ownership can be a lucrative investment, but it requires careful management and strategic planning. We provide comprehensive advisory services for real estate owners, including property investment analysis, tax planning, and portfolio diversification. Our expertise ensures you can maximize your real estate investments and achieve long-term financial success.
People in Transition
Life is full of transitions, and navigating these changes can be challenging without the right financial guidance. We specialize in helping individuals in transition manage their finances and plan for a secure future. Whether you are experiencing a career change, divorce, inheritance, or any other significant life event, our advisors are here to support you every step of the way.
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 Choose a Fiduciary
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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.
