Testimonials

“We need to work with somebody who we can actually develop a trusting relationship with… and that’s what we have with Mike and the team.”

Mary

Retired Registered Nurse

Read Mary's Story

Fran & Mary

Retired Registered Nurse

Fran first met Mike Lockwood more than 25 years ago while working as a registered nurse and looking to better understand her financial future. Growing up in a home where finances were rarely discussed, she wanted to build the knowledge and confidence needed to make informed financial decisions. What began as financial guidance soon grew into a trusted relationship built on thoughtful advice, genuine care, and a level of personal attention that always stood out.

When Fran and Mary began building a life together, Mary was working with a different financial planning firm. As Fran shared her experiences with Mike and the Oakwood team, Mary saw firsthand the value of having a trusted advisor who took the time to understand their goals and priorities. Before long, she joined Fran in working with Oakwood Wealth Partners, and together they found the kind of relationship they had been looking for: one built on trust, transparency, and the confidence that their interests always came first.

As Fran and Mary combined their finances and prepared for retirement, they turned to Oakwood Wealth Partners to help guide them through each new chapter. From creating a retirement income strategy and making Social Security decisions to estate planning and long-term care considerations, Oakwood helped simplify complex financial decisions every step of the way. One of the most meaningful parts of that process was inviting their daughters and sons-in-law into a family meeting with Mike and the team. Together, they walked through their plans, shared the information they felt would be helpful, and gave their family a clear understanding of who to call for guidance in the future. For Fran and Mary, knowing their loved ones wouldn't have to navigate those decisions alone brought tremendous peace of mind.

What Fran and Mary value most is the feeling that they are supported by an entire team that knows them personally and is invested in their success. Whether they have a question, need help navigating a financial decision, or simply want reassurance about their plan, they know someone is there to help. Today, they enjoy the confidence and peace of mind that come from having trusted partners who understand not only their finances, but also the life they've built together, the family they care about, and the future they're planning for.

Non-compensated client testimonial; may not be representative of all client experiences; no guarantee of future performance or success.

“I have a much younger friend who is still pre-retirement. I just gave him a copy of Mike’s book. That’s how much we believe in this kind of planning.”

Fran

Retired Registered Nurse

Read Fran's Story

Fran & Mary

Retired Registered Nurse

Fran first met Mike Lockwood more than 25 years ago while working as a registered nurse and looking to better understand her financial future. Growing up in a home where finances were rarely discussed, she wanted to build the knowledge and confidence needed to make informed financial decisions. What began as financial guidance soon grew into a trusted relationship built on thoughtful advice, genuine care, and a level of personal attention that always stood out.

When Fran and Mary began building a life together, Mary was working with a different financial planning firm. As Fran shared her experiences with Mike and the Oakwood team, Mary saw firsthand the value of having a trusted advisor who took the time to understand their goals and priorities. Before long, she joined Fran in working with Oakwood Wealth Partners, and together they found the kind of relationship they had been looking for: one built on trust, transparency, and the confidence that their interests always came first.

As Fran and Mary combined their finances and prepared for retirement, they turned to Oakwood Wealth Partners to help guide them through each new chapter. From creating a retirement income strategy and making Social Security decisions to estate planning and long-term care considerations, Oakwood helped simplify complex financial decisions every step of the way. One of the most meaningful parts of that process was inviting their daughters and sons-in-law into a family meeting with Mike and the team. Together, they walked through their plans, shared the information they felt would be helpful, and gave their family a clear understanding of who to call for guidance in the future. For Fran and Mary, knowing their loved ones wouldn't have to navigate those decisions alone brought tremendous peace of mind.

What Fran and Mary value most is the feeling that they are supported by an entire team that knows them personally and is invested in their success. Whether they have a question, need help navigating a financial decision, or simply want reassurance about their plan, they know someone is there to help. Today, they enjoy the confidence and peace of mind that come from having trusted partners who understand not only their finances, but also the life they've built together, the family they care about, and the future they're planning for.

Non-compensated client testimonial; may not be representative of all client experiences; no guarantee of future performance or success.

“Cole gave me a very comprehensive response and follow-up when I was having trouble getting into one of my AssetMark accounts. He’s chosen his team well.”

Marcia W.

Retired Director of Medical Staff Services

Read Marcia's Story

Marcia W.

Retired Director of Medical Staff Services

Marcia's journey with Mike Lockwood began with a simple question: Am I on the right path for retirement? She wanted to understand what it would take to retire comfortably and feel confident about her future. What started more than 20 years ago as retirement planning soon grew into a trusted relationship built on reliability, thoughtful guidance, and the reassurance of knowing she always had someone she could call when questions arose.

Over the years, Marcia and her husband, Bruce, came to rely on Oakwood Wealth Partners as trusted partners in their financial lives. As they planned for retirement and the future they envisioned together, they appreciated the direction, advice, and ongoing support they received along the way. Marcia often reflects on how much the firm has grown over the years while maintaining the personal attention that first earned her trust.

Whether she needed help understanding a recommendation, navigating an account issue, or simply finding the right person to answer a question, Marcia always felt supported. She credits not only Mike Lockwood's guidance, but also the dedicated team around him. From working with Mike Kish to receiving prompt, thorough assistance from advisors like Cole, Marcia has always felt confident that someone was looking out for her best interests and making sure she received the help she needed.

Today, Marcia has confidence in her financial plan and the team behind it. She often describes Oakwood as a firm that feels like family, where people genuinely care about their clients and are committed to helping them succeed. Grateful for the guidance she and Bruce have received over the years, she readily recommends Oakwood Wealth Partners to friends, family, and anyone looking for a trusted financial partner.

Non-compensated client testimonial; may not be representative of all client experiences; no guarantee of future performance or success.

“I appreciate what Mike’s trying to do. Mike owns and runs the business, but he’s brought in his son, who is a very intelligent young man… Nick knows his stuff. He understands, and he explains it to me in a way that I can understand it.”

Mike F.

Business Owner, Vehicle Transportation Industry

Read Mike's Story

Mike F.

Business Owner, Vehicle Transportation Industry

Mike first met Mike Lockwood not in a conference room, but on a baseball field, where the two spent years coaching their sons' teams together. Through those experiences, Mike came to know him not as a financial advisor, but as a person. Watching how Mike treated his family, interacted with others, and carried himself both on and off the field built a foundation of trust that would eventually lead to a professional relationship. What began as a shared love of baseball soon grew into a trusted financial partnership.

As a business owner, Mike knew the vehicle transportation industry inside and out, but believed that financial planning was best left to an expert. He and his wife initially turned to Oakwood Wealth Partners to help prepare for long-term goals, including saving for their children's future and building a plan for retirement. Over time, that guidance helped transform uncertainty into confidence, giving them a clearer picture of where they stood and what it would take to achieve the future they envisioned.

As Oakwood grew, Mike appreciated the team's commitment to providing the same personal attention and responsive service he had always received. He has especially valued working with both Mike and Nick, knowing that future generations of advisors are prepared to continue guiding his family. Whether answering questions, explaining complex concepts, or helping him understand the path to his goals, the team has consistently made financial planning feel approachable and understandable.

Today, Mike and his wife enjoy the peace of mind that comes from knowing their financial future is on track. Even his sons have begun working with Oakwood as they build financial foundations of their own. Looking back, Mike believes the most important factor in any financial relationship is trust, and he is grateful for the guidance, confidence, and support that Oakwood Wealth Partners has provided his family over the years.

Non-compensated client testimonial; may not be representative of all client experiences; no guarantee of future performance or success.

“They’ve really talked from the standpoint of me being a single woman managing the money for myself.”

Robin C.

Retired VP of Medical Staff Services

Read Robin's Story

Robin C.

Retired VP of Medical Staff Services

After her divorce, Robin was looking for clarity, confidence, and reassurance as she navigated a new chapter of her life. With questions about her financial future, retirement, and whether she was making the right decisions on her own, she was searching for someone she could trust to help guide the way. It was during this time, while working in healthcare, that she met Mike Lockwood. What began more than 20 years ago as conversations about finances soon grew into a lasting relationship built on trust, thoughtful advice, and the comfort of knowing she had someone in her corner who genuinely cared about her goals and well-being.

As a single woman managing her finances on her own, Robin appreciated having an advisor who understood her unique concerns and helped her make informed decisions with confidence. She still remembers the peace of mind she felt when Mike showed her that retirement was within reach and helped her create a plan to get there. Looking back, Robin often says she wishes she had met Mike earlier and benefited from his guidance sooner. She encourages young women to seek financial advice, as it is never too early to start planning for the future.

Over the years, Robin has watched Oakwood Wealth Partners grow and appreciated the care Mike took in building a team that shared the same commitment to putting clients first. She values knowing that the people he brings into the firm reflect the same integrity, professionalism, and client-focused approach that first earned her trust. Whether planning for her own future or making sure her loved ones would be cared for, Robin always felt confident that her goals were being thoughtfully considered.

Today, Robin is enjoying retirement and the freedom that comes with it, grateful for the guidance, support, and meaningful relationships that helped her build the life she enjoys today. For Robin, the greatest reassurance has always been knowing that the people helping manage her finances share the values, character, and genuine concern that made her feel cared for from the very beginning.

Non-compensated client testimonial; may not be representative of all client experiences; no guarantee of future performance or success.

Client Testimonials

The Roots that Bind Us