Our Team

At Oakwood Wealth Advisors, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. 

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

Darryl leverages his strengths in financial market analysis and passion as an ordained minister to create conservatively designed custom investment portfolios (continues ...)

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Lisa Smith

Client Service Representative



"The most important aspect of both customer service and financial planning is a relationship built on trust, listening to the client so that his or her goals and needs can be met successfully." - Lisa Lisa was born and raised in the...

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