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

You’ve Taken Stock, Now Set Goals for the Future

April 27, 2022

As National Financial Literacy Month comes to an end, we hope you have a better understanding of your personal finances. With a firm grasp...

Creating a Personal Balance Sheet

April 20, 2022

We are over halfway through Financial Literacy Month and so far, we have covered Getting Organized and Creating a Budget. This week I felt...

Budgeting and Cash Flow Management

April 14, 2022

The word “budget,” often evokes a negative reaction for fear it will be restrictive and limit the things we’re able to do. However, a...