Discover what Sets Oakwell Apart
At Oakwell, we understand that choosing a financial advisory firm is a crucial decision that directly impacts your financial future. Here’s what sets us apart from other advisors:
Relationships
We develop trust in relationships by listening to understand, caring for others, and being authentic. We love what we do and with whom we work, and we instill that feeling in each interaction. Our clients become like family, and we look forward to deepening our relationship with each one through life's events. We value each invitation whether it is to kids' sporting events or to fishing trips on the lake, and we never take for granted the time our clients choose to spend with us.
Education
We focus on education to make everyone better, to gain confidence and trust, to create lightbulb moments, and to deliver thoughtful solutions. Oakwell’s advisory team consists of six CERTIFIED FINANCIAL PLANNER® practitioners and is fortified by three Certified Public Accountants (CPAs) and two Chartered Financial Analysts (CFAs). These layers of expertise extend beyond conventional financial advice, providing insight that enriches the counsel we offer to our clients. Our adept team is well-equipped to contribute valuable perspectives, enhancing the overall effectiveness of your financial strategy.
Integrity
We place client interest first and deliver honest and direct feedback even when it's hard. Instilling confidence in the integrity of our services, Oakwell places an unwavering commitment to the fiduciary standard. The obligations imposed by both our licensing and CFP® certification reinforce our dedication to prioritizing your best interests. Acknowledged as the “standard of excellence for financial planners,” the CFP® certification ensures that you will receive guidance from specialists committed to maintaining the utmost ethical and professional standards within our industry. Rest assured that every recommendation and decision we make is rooted in a steadfast commitment to your financial well-being.
Collaboration
We collaborate to improve your experience, to deliver better solutions, to be consistent, and to create continuity. We recognize that your financial future is too crucial to hinge solely on the decisions of an individual advisor. Our firm adopts a team-oriented philosophy, assigning each client to a dedicated team of advisors. This collective strategy allows for a diverse range of perspectives and meticulous consideration of your distinctive financial goals.
Commitment
We show up when you need us to deliver quality work with consistent, timely responses. Oakwell adheres to the principles of Dunbar’s number, which suggests that maintaining meaningful relationships is optimal within a range of 75–100 individuals. By adopting this philosophy, we deliberately cap the number of client relationships per advisor within this range. By doing so, we are committing to a high-touch service experience, ensuring our availability and engagement.
Embark on a financial journey like no other with Oakwell Private Wealth Management. Beyond traditional account management, we stand as dedicated partners in securing your prosperous financial future. Click here to schedule a 15-minute call with one of our CERTIFIED FINANCIAL PLANNER® practitioner to explore how our premium services can tailor to your unique needs.
