Many financial institutions exist as generic commodities in a sea of acquisitions and mergers. Oakworth Capital Bank has combined our many years of experience with the goal of building what we believe to be a better client approach from the ground up. It’s an approach that not only aims to offer a more personalized experience but also challenges the status quo by reimagining how financial services are delivered. We put more emphasis on the human connection to create a deeper understanding of our clients’ needs in order to help them achieve their financial aspirations. Within the walls of Oakworth, we aim to build a culture that fosters our clients’ goals through a cultivated relationship with a client advisor. Therefore, each client has a single point of contact.
By renewing the age-old art of personal service combined with the benefits of modern technology, we strive to provide a more personable experience, bringing solutions for more growth. One that’s friendly, genuine and builds on a more personal relationship between you and your financial advisor. This approach strives to push us to the financial forefront and has aided us in garnering distinctive industry accolades. Our team’s years of experience and extensive financial services knowledge, combined with a goal to better understand you, allow us to find new ways to solve old problems better. We continuously strive to redefine financial services.
The way we see it, you’re not just a client. You’re a partner.
Our Founders talk about what goes into making Oakworth an “iconic brand”
Although both Oakworth Capital Bank and Oakworth Asset Management have associate overlap, these are solely testimonials about Oakworth Capital Bank and therefore it should not be assumed that associates would share similar experiences at Oakworth Asset Management.
Our Core Values
Golden Rule
Treat others the way we wish to be treated. We will respect our clients and associates. We aim to ensure that all professional advice and action will be undertaken with the clients’ best interest.
Character
Oakworth’s goal is to ensure associates will conduct themselves with the highest level of honesty and integrity.
Innovative/Creative Spirit
Oakworth strategies and services should employ ideas that create value for both the client and organization. We will strive for continuous improvement.
Professionalism
Oakworth aims to attract and retain the brightest and most motivated talent in our market.
Work Ethic
We recognize that hard work is required to achieve our objectives. Oakworth associates will bring a goal-oriented and competitive spirit to the office every day.
Our Vision
Client First
Oakworth associates will always consider clients’ needs as the sole determinant in recommending financial solutions.
Deeper Understanding
Oakworth associates will endeavor to fully understand a client’s goals and objectives. Understanding clients’ entire financial picture is fundamental to providing appropriate guidance and recommendations.
Customized Solutions
Each client’s goals and objectives are unique. Once Oakworth associates gain a full understanding of client objectives, we will offer tailored solutions to achieve these goals.
Personalized Service
Oakworth associates will treat each client as important and unique. Our client solutions will be supported with a distinctive level of service.
Always
Throughout our history of helping people succeed, the Oakworth Process has resulted in an industry leading Net Promoter Score of 94 and a Client Retention Rate of 95% (fiscal year 2024). By renewing the age-old art of personal service combined with the benefits of modern technology, we strive to provide a more personable experience that brings solutions for more growth.