OakWood Financial Services

About Us

OakWood was founded in 1999 as an independent firm with a desire to offer financial planning based on what’s right for you. Our shared values led us to form a unique partnership in which you don’t have a single advisor, but rather a team dedicated to putting clients first. Mutual trust is built by listening to what you hope to accomplish and then providing the knowledge and guidance needed for you to feel secure in making the financial decisions to get you there.

Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.