Advisory Services – GPS

Imagine if you could plug your financial destination into a GPS.

At Oakworth, we work the same way. Our Client Advisors help guide your finances toward a specific destination. Just determine where you want to go, and they will show you options and map out the journey step-by-step. Your Client Advisor will also remain on standby to help you navigate traffic jams that get in the way of keeping you on track to your financial goals.

The Planning Process

Your Client Advisor will guide you through our customized 5-step planning process that will put you in the best position to reach your unique financial needs, values, and dreams.

At Oakworth, we help people succeed.

What Our Clients Are Saying

Insights from Our Financial Experts

Everyone Needs an Estate Plan

October 31, 2022

Estate plans can vary widely based on net worth, family dynamics, charitable desires and many other factors. For the last week of Financial...

Managing The Risks In Your Life

October 20, 2022

  Let’s face it no one wants to talk about insurance, but it is a vital part of a financial plan.  So, for week three it we will...

How Much Should I Save?

October 11, 2022

  Welcome back to week two of Financial Planning Month. Last week we looked at cash management. Now that you have spent some time...