Financial Advisors
Edmond, OK
ChappelWood Financial Services is an independent registered investment advisor in Edmond focused on personalized wealth management and financial planning. Founded on the principle that money is a tool to help clients achieve their life dreams, the firm serves as a fiduciary held to the industry's highest standard of care. They specialize in comprehensive financial strategies tailored to each client's unique goals and values, not just asset management.
Ideal for: High-net-worth individuals, families seeking comprehensive financial planning, executives and business owners, retirees planning longevity strategies
Service area: Edmond, Oklahoma and surrounding areas
Independent Fiduciary Advisor: As an independent registered investment advisor and fiduciary, ChappelWood answers only to clients and is held to the industry's highest standard of care, not beholden to any corporate parent or commission-based incentives.
Personalized Dream-Focused Approach: The firm goes beyond traditional wealth management to understand clients' hopes and dreams, positioning money as a tool to achieve a fulfilling life rather than wealth accumulation as an end goal.
Address: 1725 E 15th St, Edmond, OK 73013
Phone: (405) 348-0909
Website: chappelwood.com
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