For over 35 years, Oakwood Capital, Inc. (“OC”) has been a full-service registered investment advisor (RIA firm offering a wide range of high-quality financial products and services to individuals and business owners.
Our independence from proprietary offerings and sales quotas means that our financial advisors can provide you with sound financial information, expertise and total objectivity to help you meet your investment objectives.
But what makes OC stand out is its commitment to sit on the same side of the table as our clients. We truly look out for our clients' best interests, determined to go above and beyond what our clients expect from a financial firm.
Strong Leadership Team
The leading strength of Oakwood Capital, Inc. (“OC”) is our team.
Our affiliated financial advisors appreciate the fact that they can pick up a phone and speak directly with our leadership team whenever they need us.
Our leadership team enjoys being able to pass on our values of integrity and excellent service to each team member directly.
Douglas S. King, CFP® is the CEO, President, principal, and owner of the firm who oversees all business activities. Doug has spent over 37 years in the financial services industry working as as a senior executive in large and small broker-dealers, Registered Investment Adviser firms, and insurance companies; and, as a financial advisor working with a select group of individual clients and small businesses.
Doug has used his vast industry knowledge to build a firm that provides all the tools, technology, and resources that our financial consultants need to help their clients reach their long-term financial goals and dreams.