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Meet the OAKWOOD WEALTH PARTNERS Team

We're a team of financial professionals who take pride in seeing our clients succeed

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Choose the planning platform that is right for you

Oak

Oak

Comprehensive Financial Planning

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Roots

Roots

Retirement Income and Investment Planning

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Seed

Seed

Financial Planning for the Young Professional

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Other Services

Other Services

Solution Based Offerings

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Mike Lockwood, Founder OAKWOOD WEALTH PARTNERS

Mike Lockwood, Founder OAKWOOD WEALTH PARTNERS

Through the years, our firm has grown from a single advisor to a team of 15. Our mission has remained the same: to provide creative solutions to those we serve.

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Schedule an appointment with us when you're ready.

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