More About Oakwell Private Wealth Management

Oakwell Private Wealth Management (OPWM) is a Registered Investment Advisor (RIA) that provides financial planning and investment advisory services to a diverse group of clients. With approximately $500 million in assets under management across 400 households, OPWM stands out for several reasons. All advisors at OPWM are CERTIFIED FINANCIAL PLANNER professionals and fiduciaries. The firm's success is directly tied to its clients' success, and clients benefit from working with a team of advisors rather than just one. OPWM also boasts a robust client service department to ensure timely communication, and they limit the number of client relationships per advisor to 75-100, well below the standard of 200-400.

Hours: Mon - Fri: 9AM - 5PM | Sat - Sun: Closed

Year Establish: 2012

Location

Oakwell Private Wealth Management
6300 183A Toll Road, Suite 260
Cedar Park, Texas 78641

Learn More

Would you like to add your business or organization to TownPlanner.com?

If you'd like additional exposure for your business or organization, we offer all kinds of options to fit your needs and budget. Do you want to bring more people in to your establishment? Why not consider a coupon or a promotional event? If you just need to keep yourself in the public eye you might want to think about placing an eye-catching full-color ad. You can choose your medium: the website, the mobile app, the weekly newsletter, our popular wall calendar, or any combination of the four.

Did you know that independent studies by the Verafast Corporation repeatedly show that at least 70% of all homeowners who receive our calendar keep and use it all year long? That's a phenomenal retention rate and makes sure that your business or organization is truly being put On Display Every Day.

With your account you'll also have the opportunity to post events that will appear on our website, in our weekly newsletter, and on our mobile app. Please remember that Town Planner is a franchise and all events are subject to approval by the local publisher in your area. As a general rule, our publishers are happy to accept non-profit events, but some publishers may have individual policies concerning for-profit events or events that compete with paying Town Planner sponsors. If you're uncertain about your event, please feel free to contact your local publisher to inquire about his or her policies prior to posting.

Remember too that we are a family friendly organization and reserve the right to reject any events that we deem inappropriate for our calendar or online media tools.

We want to bring the Town Planner to even more towns across America. If you or someone you know want to earn a good living while promoting local businesses and building hometown pride, please consider becoming a Town Planner publisher today!