Get ready to take control of your finances.

Oakwood Capital family of companies provides individuals, families and businesses integrated wealth management, tax, accounting, and insurance solutions - working to simplify your life and keep everything working together.

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Tax & Accounting

  • Tax and accounting services is offered through Oakwood Capital Accounting & Tax Advisors (OCATA).

    We offer 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.

  • Oakwood Capital offers a wide range of accounting and tax solutions through Oakwood Capital Accounting & Tax (OCATA) such as:

    • Fractional Chief Financial Officer (CFO)

    • 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

    Click the link above to learn more.

Our Services

Financial Planning & Wealth Management

  • Financial planning and investment management services is offered through through Oakwood Capital Advisors, LLC (OCA).

    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.

  • Oakwood Capital provides a wide range of financial services through Oakwood Capital Advisors (OCA) such as:

    • Investment Management

    • Tax Planning

    • Retirement Income Planning

    • Insurance Solutions

    • Risk Management

    • Legacy Planning

    • Business Planning

    Click on the link above to learn more

Risk Management & Insurance Solutions

  • Insurance services are offered through Oakwood Capital Insurance Solutions, LLC (OCIS).

    We are committed to safeguarding your future, we provide comprehensive coverage tailored to your unique needs, ensuring peace of mind and financial security.

  • Oakwood Capital offers a wide range of insurance services through Oakwood Capital Insurance Solutions (OCIS) such as:

    • Health insurance

    • Long term care insurance

    • Life insurance

    • Home owners insurance

    • Disability insurance

    • Business insurance

    • Renters insurance

    • Auto insurance

    • Travel insurance

    Click on the link above to learn more

Our Partners

We will help you feel more in control of your retirement, your savings, goals, and your life.

“I am enjoying my retirement and don’t have to think about my investments or income needs.

Thank you, Oakwood Capital”

– Tony and Anna W.