We Exist So All Can Prosper.
Our heart beat is simple, find ways to let everyone have a shot at their own prosperity. We do this by remaining curious and committing to the highest standards of trust.
Teaching. Sharing. Learning.
“Having a father who was a teacher, I am a big proponent of educating everyone I meet. Helping people with their financial path is a big deal, and no decision should be made blindly. Many advisors today are more salesmen (yuck) than advisors. What makes Oakwood so unique is the practical value we put on building long term relationships with clients. Large sales, and fat commissions aren’t the goal. It takes time to build trust, so let’s give ourselves that time.”