Oakwood Wealth Advisors
Oakwood Wealth Advisors is a fee-only Registered Investment Advisory firm headquartered in suburban Chicago, IL. We provide investment advisory services to individuals and small businesses concerning various securities including equities, fixed income, and derivatives. As a registered investment advisor, we are held to the highest standard of client care—a fiduciary standard. As a fiduciary we always put our client’s interests first and must fully disclose any potential conflict of interest. We do not hold client funds or securities and all transactions are completed by our qualified custodian, which executes our orders, compares them, allocates them, clears, and settles them. Our custodian also maintains our clients’ accounts, appropriate security, record-keeping, and provides client statements. We accept and enter investment trades on both a discretionary and non-discretionary basis.
Oakwood Wealth Advisors advisory services centers on financial planning, wealth creation, and wealth protection. We accomplish these tasks in tandem with other independent professionals including CPAs / Tax professionals, Estate Planning Attorneys, and Insurance agents. Call us (630.560.1500) to discuss how we can augment your current team or help establish a new team. We are happy to serve you and help Plan, Protect, & Grow™ your wealth.
Additional information about Oakwood Wealth Advisors Ltd. is also available on the SEC’s website. Oakwood Wealth Advisors Ltd.’s CRD number is: 164656. Copyright 2016 Oakwood Wealth Advisors