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 provides ongoing portfolio management and comprehensive financial planning to individuals, high‑net‑worth individuals, pension and profit‑sharing plans, trusts, estates, and charitable organizations. The firm documents client goals and constraints in an Investment Policy Statement and offers services that include investment strategy, retirement and college planning, life insurance review, and retirement investment audits. The firm’s investment process combines fundamental, technical, and cyclical analysis and employs long‑term and short‑term trading, short sales, and options strategies where appropriate. Oakwood offers both active and passive management, discretionary account authority, and, for qualified clients, performance‑based fee arrangements alongside standard asset‑based fees. Compared with typical solo independent advisers, Oakwood is notable for sponsoring and managing a wrap fee program while still allocating responsibility for trading costs to clients, and for accepting performance‑based fees (a 10% share of net profits above a high‑water mark subject to qualified‑client rules). The brochure also discloses insurance product recommendations — including situations where liquidation of securities may be suggested to acquire related‑party insurance or fixed‑income products — and a practice of serving pension/profit‑sharing plans, a combination of services that is uncommon among 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.