Core Purpose and Core Values

Core Purpose

Helping People Succeed

Core Values

Golden Rule

Treat others the way we wish to be treated. We will respect our clients and associates. All professional advice and action will be undertaken with the clients’ best interest.


Oakworth 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.


Oakworth will 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.