Our Story & Values
Oakwell was founded in 2012 by entrepreneurial advisors who wanted to take control of their own financial future and create their own success. We are proud to walk our talk as we nurture strong client relationships rooted in compassion, fresh perspectives, and shared growth. These values, along with an emphasis on innovation and excellence, are at the core of our service and upheld across our team.
Oakwell's Three Partnership Principles
You Come First, Always
Doing things “The Oakwell Way” means doing business “the right way,” acting as fiduciaries and providing fee-only advice in your best interest. Your goals will drive your financial plan. We build meaningful relationships instead of pushing products or collecting commissions. Our team embraces our internal expectation to do right for our clients.
Access Our Expertise
Your financial needs and goals will change and grow along with you. Leverage our experience to make sound choices that address each area of your financial life, starting with your highest priority and moving at your pace. Go beyond the numbers with us to achieve what’s best for what you want with an ideal balance of your personal and business needs.
Achieve Long-Term Success
Feel confident in your financial decisions and overall success. Our robust security and technology provide 24/7 access to your plan and best-in-class service partners like Schwab, Fidelity, ShareFile, Salesforce and more. Get thorough guidance to help you understand your financial health, explore possibilities, and plan ahead for you and your family.
Experience the Oakwell Way
Forward-thinking, customized strategies to help you stay ahead.