Get ready to take control of your finances.
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Oakwood Capital Accounting & Tax Advisors (OCATA) offers a holistic, comprehensive approach to your business and individual financial needs. We are a well-respected firm with a reputation for expertise and integrity. We work closely with each client and business providing a tailored tax and accounting plan.
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OCATA offers a wide range of accounting and tax solutions such as:
Individual Tax & Planning
Business Tax & Consulting
Individual Tax Preparation
Tax Preparation for Business
Tax Planning
Estate and Trust Tax Services
IRA Resolutions
Corporate Formation
Bookkeeping
Payroll
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Our Services
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Oakwood Capital Advisors, LLC (OCA) is a full service, comprehensive financial planning and investment management company. Our objective is to empower individuals and small business owners to achieve their financial goals through personalized strategies, specific advice, and a commitment to long-term wealth management.
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OCA provides a wide range of financial services such as:
Investment Management
Tax Planning
Retirement Income Planning
Insurance Solutions
Risk Management
Legacy Planning
Business Planning
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Oakwood Capital Insurance Solutions, LLC (OCIS) is an insurance company committed to safeguarding your future, we provide comprehensive coverage tailored to your unique needs, ensuring peace of mind and financial security.
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OCIS offers a wide range of insurance services such as:
Health insurance
Long term care insurance
Life insurance
Home owners insurance
Disability insurance
Business insurance
Renters insurance
Auto insurance
Travel insurance
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Our Partners
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Oakwood Capital, Inc. (OC)
Financial Planning and Advisory Services are offered through Oakwood Capital, Inc., an SEC registered investment adviser firm
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Oakwood Capital Securities, Inc. (OCS)
Brokerage services are offered by Oakwood Capital Securities, Inc., a registered broker-dealer
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Charles Schwab & Co.
Charles Schwab offers a wide range of financial services, including brokerage, banking, wealth management, and financial advisory services
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RBC Custody & Clearing, Inc.
RBC Custody & Clearing, a division of RBC Capital Markets, LLC, provides comprehensive custody and clearing services tailored to meet the needs of broker-dealers, financial institutions, and investment managers across the globe
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Orion Advisor Technology, LLC
Orion Advisor Technology provides innovative and integrated technology solutions tailored for financial advisors and wealth management firms.
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Financial Independence Group, LLC (FIG)
FIG is a leading service organization in the financial services industry, specializing in providing comprehensive support and innovative solutions to independent financial advisors and insurance agents
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Independent Property & Casualty Group (IPCG)
IPCG is an insurance brokerage that specializes in providing comprehensive property and casualty insurance solutions. Catering primarily to businesses and individual clients, IPCG offers a broad array of products, including liability insurance, workers' compensation, and property insurance
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Barnabas Capital, LLC
Barnabas Capital, LLC, is an investment advisory firm that offers specialized financial planning and asset management services. They service diverse clientele, including individuals, families, and small businesses.
