A complete list of active advisors currently associated with Oakwood Wealth Advisors Ltd.

Warmer can help you find a great advisor at Oakwood Wealth Advisors Ltd. or one who fits your needs even better.

Oakwood Wealth Advisors Ltd. is a small independent advisory firm that works with individuals, high-net-worth clients, pension and profit‑sharing plans, trusts, and estates. The firm provides ongoing portfolio management, comprehensive and segmented financial planning services, and retirement investment audits tailored to each client’s investment policy statement. OWA constructs a written Investment Policy Statement for each client and uses fundamental, technical, and cyclical analysis to guide portfolio construction and monitoring. The firm employs a range of strategies, including long‑ and short‑term trading, short sales, and options writing and buying, and offers discretionary management where authorized by the client. Several features in Oakwood’s brochure are uncommon for a solo independent advisor: it operates a wrap fee program, accepts performance‑based fees for qualified clients that are tied to realized option gains, and discloses involvement with insurance products (including life insurance recommendations and the potential to recommend purchasing insurance products from a related party). The firm also explicitly serves pension and profit‑sharing plans and documents structured retirement and financial planning engagements, including retirement audits, which together differentiate its service mix from many peers.

To learn more about the advisors currently working at Oakwood Wealth Advisors Ltd., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Darryl Franklin	Naperville, IL	17

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