71
Growth Score
pts
Heat Score
-10 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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2521562
Oakwood Advisory Group provides an open-investment platform for individuals and families to invest wherever their heart’s desire.
- Ragan Young: Founder and Managing Member
About the Company
Oakwood Advisory Group provides an open-investment platform for individuals and families to invest wherever their heart’s desire and not be bound to a mutual fund or stock their broker or advisor is restricted. Its goal is to educate and expand the mindset of the clients to look beyond stocks, bonds, and mutual funds and share with them other ways
to invest.
The company also provides financial planning, insurance planning, and work with CPAs and attorney to guide clients in tax and estate planning on a fee-based arrangement. As a Fiduciary, its duty is to always put the client’s interest first, be transparent, and work with the clients to make the best decision that is best for them and their situation.
