Oakwood Capital Advisors, LLC
- 12510 World Plaza Ln Ste 1, Fort Myers, Florida, 33907
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- 239-350-0211
Ste 1
Fort Myers, Florida, 33907
United States
About
At Oakwood Capital Advisors, we take a team approach to financial
planning. Utilizing the individual strengths of each member, with a combined experience of over 50 years, ensures the best possible outcome for our clients.
We follow a goals-based process that incorporates all the pieces of your financial puzzle together as your life unfolds and needs evolve. Once defined, we develop a written plan to keep both you as the client, and us as the advisors, accountable for the direction we are taking as we work together to achieve those goals.
After we structure your plan, we can provide individual solutions in retirement planning, investment management, tax planning, estate planning & wealth transfer, and insurance & risk management to get your plan on the right path.
Once in place, we review periodically to ensure the plan is on track and you are able to enjoy life to the fullest.
Our clients are individuals, families, and small business owners who want to spend their time enjoying life, not worrying about their financial stability. They are looking for a meaningful relationship with an advisor that invests the time to understand their individual goals and concerns. Knowing if a decision deals with money - we can help.
Some of the people we meet already work with a financial professional, but they are looking for a second opinion. They have spent their entire lives accumulating wealth, and now realize they need a financial planner that specializes in the unique issues that arise in retirement.
Many people experience a life event that could create challenges or opportunities to their financial situation. These events commonly include such things as a new job or business opportunity, moving or relocating, feeling like you are paying too much in taxes, preparing for retirement, or a death in the family.
