Oakwood Capital, Inc. & You
Choosing to work with Oakwood Capital, Inc. means you’re working with someone who’s invested in your overall well-being, not just your finances. They understand how independent financial guidance can help you pursue more of what matters to you.
Our mission is to help your financial professional serve your financial needs by providing them with tools and resources to manage your account and develop appropriate investment solutions based on your goals.
Oakwood Capital, Inc. is an SEC Registered Investment Advisor (RIA) firm that custodies accounts through RBC Custody & Clearing and Charles Schwab. Your financial advisor is affiliated with Oakwood Capital, Inc. and may operate under their own company brand name.
Keeping You in Mind
Financial Advisors at Oakwood Capital, Inc. care about delivering timely, transparent, and personalized guidance that helps make the complex simple, and puts your goals first. You’ll have clear insight into your overall progress and the steps needed to pursue your financial milestones.
We can help you with:
- Retirement Income Planning
- Investment Management
- Legacy Planning
- Insurance (Life, Disability, Social Security Supplement, Long-Term Care)
- Education Savings
- Tax Planning
- Small Business Consulting (Group Health, Retirement Plans, Profit-Sharing)
- Planning for Life Events (Marriage, Birth, Home Purchase/Sale, Job Change, Divorce)
- And much more
It’s important that you always communicate openly and honestly about your financial goals and priorities with your financial advisor. Holding back or providing partial information will prevent your financial professional from fully understanding your financial situation and goals.
Choosing The Right Professional
At Oakwood Capital, Inc. we put our experience to work for you. With a deep understanding of every facet of financial needs, we work every day to advance the growth of our financial advisors to ensure they provide you with the highest level of service and support through:
INDEPENDENCE
Independence means freedom from proprietary products and sales quotas—which means your financial professional can choose the investment options that fit you best.
PERSONAL RELATIONSHIPS
Work with a professional who treats you like a person, not a number. Our resources are designed to help build a long-lasting relationship with your professional for the years to come.
SPECIALIZED SUPPORT
Our financial advisors are backed by knowledgeable teams and specialists who can help with any financial situation that may arise.
TRANSPARENCY
With real-time account access and digital statements, you’re never more than a few clicks away from your personalized financial roadmap.
