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. Business Hours: Monday - Friday: 9AM - 5PM Contact Us: Oakwell Private Wealth Management 1619 E Common St Suite 1101, New Braunfels, TX 78130, United States Phone: 800-556-2593 Mail: [email protected] Website: https://www.oakwellpwm.com Follow On: https://www.facebook.com/oakw

At Rowland Miller + Partners in Atlanta, we believe your money should serve you. As independent investment advisors, it’s our job to structure portfolios to meet your goals. Our time-tested model has served clients for over 4 decades and provides an integrated approach to your financial security.

Our CAPTRUST advisors specialize in providing comprehensive investment advisory services to the Atlanta area.

Templeton Financial Services, Inc. is an SEC registered Investment Advisor specializing in the conservative management of fixed income portfolios. Founded in 2003, we provide tax-efficient and cost-effective access to the fixed income markets.

advice about globally diversified, tax-managed,and low cost portfolios of index funds.

Hapanowicz is a Pittsburgh financial advisor founded on salt-of-the-earth values. We’re a full-service advisory firm that takes the stress of managing wealth off your plate. We’re a proudly independent Registered Investment Advisor who upholds a strict fiduciary standard. Our financial advisors craft thoughtful, tax-efficient investment and financial planning strategies. -- Investment advice offered through Hapanowicz & Associates, a registered investment advisor and separate entity from LPL Financial. Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. Securities offered through LPL Financial, Member FINRA/SIPC.

Advisory services offered through Prosperity Financial, a Registered Investment Advisor.