Oakwood Wealth Advisors, LLC is an independent Registered Investment Adviser (RIA) based in Madison, Wisconsin. The firm operates on a fee-only basis, emphasizing its role as a fiduciary dedicated to acting in the best interests of its clients. They provide a range of services including comprehensive financial planning, investment management, retirement planning, and estate planning, primarily for individuals, families, and high-net-worth clients. Their approach focuses on building long-term, trust-based relationships to help clients navigate complex financial decisions and achieve their life goals.

Founded in

United States