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Raleigh, NC

NORMALIZING GETTING HELP WITH YOUR FINANCES

WHY OAK CITY FINANCIAL?

I am not your parent's advisor.

Everyone deserves to have access to affordable, unbiased, high quality financial advice, no matter what your financial situation.

The financial challenges that we face are different from those that our parents faced.  The way we approach those challenges must be different as well.

Oak City Financial equips our clients with the education, tools and confidence they need to approach today's reality.

What We Do

COACH

We help our clients identify their goals and implement a plan to work towards them.

COUNSELOR

We address your specific financial situation and guide you through the tough decisions.

CONFIDANT

We go beyond the numbers to make sure you feel confident in your decisions.

ABOUT US

Who do we work with?

  • Millennials

  • Young Professionals

  • Families

  • Small Business Owners

What services

do we provide?

  • Individual/Family  Planning

  • Investments

  • Insurance

  • Budgeting

  • Tax Strategies

       and more...​

Meet The Team

Brandon Norwood

Brandon Norwood

Owner | Lead Planner

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LET'S GET REAL ABOUT

YOUR FINANCES

Innovative thinking & advanced web technology to help you achieve financial balance

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TECHNOLOGY MEETS PLANNING FOR THE FUTURE

All of your financial accounts in one place!

A research group once described financial organizing as feeling like a mix between a dental visit, math class, and marriage therapy.  Making smart decisions with your money shouldn’t be painful – it should be rewarding!

We have worked with industry-leading technology companies to help make sure your experience with our firm is nothing like a trip to the dentist.  Our goal is to help simplify your financial life and put together a plan that you can actually understand.

Available to our clients at no extra charge

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