About Us
Oakwood Capital Advisors, LLC is a family-run financial planning and investment management firm dedicated to helping individuals and families achieve their financial goals and dreams. With decades of combined experience, our team of seasoned financial advisors offers a unique blend of professional expertise and personal touch. We pride ourselves on building long-term relationships with our clients and treating them like an extension of our own family.
At Oakwood Capital Advisors, LLC, we are committed to providing personalized, trustworthy, and transparent financial guidance, ensuring that you and your loved ones can enjoy a secure and prosperous future.
Financial Planning Focused
At Oakwood Capital Advisors, LLC, we embrace the Family CFO model for financial planning, acting as your Chief Financial Officer to manage and oversee all aspects of your family's financial health.
This model involves a comprehensive, proactive approach to financial management, where we handle everything from day-to-day budgeting and cash flow analysis to long-term investment strategies and estate planning.
By taking on the role of a Family CFO, we provide you with a clear financial roadmap, coordinate with other professionals such as accountants and attorneys, and ensure that every financial decision aligns with your family's goals and values. Our goal is to simplify your financial life, allowing you to focus on what truly matters: enjoying time with your loved ones and achieving your life aspirations.
What is Financial Planning?
Financial planning involves a detailed analysis of your financial situation, identifying your goals, and developing a roadmap to achieve them. This includes:
- Budgeting and Saving: Establishing a budget to manage your expenses and identifying opportunities to save.
- Retirement Planning: Creating a plan to ensure you have enough funds to enjoy a
- comfortable retirement.
- Tax Planning: Implementing strategies to minimize your tax liabilities.
- Estate Planning: Ensuring your assets are distributed according to your wishes.
- Insurance Planning: Assessing your insurance needs to protect against unforeseen
- events.
- Education Funding: Planning for your children's education expenses.
- Investment Management
While investment management is a critical component of financial planning, it is not the only focus. Our investment management process involves selecting the right mix of assets to meet your risk tolerance and financial goals. These strategies are designed to complement your overall financial plan, ensuring that your investments are aligned with your long-term objective.
Our Process
At Oakwood Capital Advisors, LLC, we follow a structured and personalized financial planning process to ensure we address all aspects of your financial life. Our process is designed to provide you with clarity, confidence, and a clear path to achieving your financial goals.
1. Initial Consultation
Our journey together begins with an initial consultation. During this meeting, we take the time to understand your financial situation, your goals, and your concerns. This is an opportunity for you to get to know us and for us to learn about your unique needs.
2. Data Gathering and Analysis
Next, we gather detailed information about your financial situation. This includes your income, expenses, assets, liabilities, and any existing financial plans. We use this data to conduct a thorough analysis of your current financial health.
3. Goal Setting
Based on the information gathered, we work with you to define your short-term and long-term financial goals. Whether it’s buying a home, funding your children’s education, or planning for retirement, we help you prioritize and set realistic goals.
4. Strategy Development
We develop a customized financial plan tailored to your specific needs and goals. This plan includes recommendations on budgeting, saving, investing, tax strategies, insurance coverage, and estate planning. Our goal is to create a comprehensive roadmap that guides you toward financial success.
5. Implementation
Once you approve the financial plan, we assist you in implementing the recommended strategies. This may involve setting up investment accounts, purchasing insurance policies, or making adjustments to your budget. We are with you every step of the way to ensure a smooth implementation.
6. Ongoing Monitoring and Review
Financial planning is an ongoing process. We continuously monitor your financial plan and review it regularly to ensure it remains aligned with your goals. Life changes, and so do your financial needs. We are here to adjust your plan as necessary to keep you on track.
7. Communication and Support
We believe in open and ongoing communication. We are always available to answer your questions, provide updates, and offer support. Your financial well-being is our priority, and we are committed to being your trusted advisor.
We are dedicated to helping you achieve financial success through a comprehensive and personalized approach to financial planning. Let us guide you on your journey to a secure and prosperous 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.