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Downtown Raleigh North Carolina

WHO ARE WE

MEET BRANDON NORWOOD

Hello, I'm Brandon! Welcome to Oak City Financial! I am dedicated to helping you achieve financial freedom and live the life of your dreams. I am passionate about improving financial literacy and empowering individuals to make informed financial decisions. With years of experience in the industry, I am committed to providing personalized solutions tailored to your unique needs. Whether you're looking to pay off student loans, buy a home, merge finances with your partner or start a business, I am here to guide you every step of the way. Let me help you take control of your finances and build a brighter future. 

I'm originally from right outside of Philadelphia, PA, but I grew up in Raleigh, NC. I graduated from the College of Charleston in Charleston, SC. I currently live in Franklinton, NC with my wife, Jessica, our daughter, Aston, our son, Roman, and our dog, Remi. Before founding Oak City Financial, I worked in the financial service industry for eight years in various roles.

Brandon Norwood Owner of Oak City Financial

THE FIRM

At Oak City Financial, we specialize in providing expert financial planning services to individuals and families in North Carolina and across the United States. Our mission is to guide you towards financial empowerment and security. Through personalized consultations, meticulous analysis, and strategic planning, we help you navigate your unique financial landscape. Whether you're an aspiring millennial, an established professional, or a growing family, we offer tailored solutions that align with your goals. From budgeting and investment strategies to retirement planning and estate considerations, we're committed to equipping you with the knowledge and tools needed to make informed financial decisions and build a prosperous future.

OAK CITY FINANCIAL CORE VALUES:

Trust

Practicing transparency and sincerity in our financial guidance to clients is a cornerstone of our approach. We aim to instill unwavering confidence in the advice they receive, knowing it comes from a genuine commitment to their well-being and success in every facet of life.

Education

Dedicated to both our clients' growth and our own, we continually expand our knowledge by staying abreast of industry trends, cutting-edge planning strategies, and technological advancements. This commitment ensures that we not only meet our clients' needs effectively but also offer them the utmost quality in financial advice.

Collective Responsibility

Collective responsibility is the cornerstone of a thriving financial planning relationship. It signifies the shared commitment between planner and client to collaboratively steer the financial journey. Through mutual engagement and accountability, both parties contribute to informed decision-making and goal attainment, fostering a harmonious path toward financial success and peace of mind.

Communication

Clear and effective communication forms the bedrock of a successful financial planning relationship. It fosters understanding, builds trust, and ensures that clients' unique goals and aspirations are translated into tailored strategies. Open dialogue empowers both parties to collaborate seamlessly, make informed decisions, and navigate the financial journey with confidence and precision.

Care

In a financial planning relationship, genuine care is paramount. It's the compass guiding every decision and recommendation, ensuring that clients' well-being and aspirations are at the forefront. With care as the foundation, a meaningful partnership is forged, enabling clients to navigate their financial path with a trusted ally who is invested in their success and future security.

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​​​Securities offered through GWN Securities, Inc. 11440 N. Jog Rd. Palm Beach Gardens, FL. 33418 (561) 472-2700. member  FINRASIPC.

Oak City Financial is not an affiliate or subsidiary of GWN Securities.

This is not an official platform of GWN Securities, Inc. (GWN) or its affiliates. The profile may include links that are contained on a third party website. GWN, its representatives or professionals do not endorse or accept responsibility for the content, or use, of the website. GWN, its representatives or professionals assume no liability for any inaccuracies, errors/omissions in or from any data or information provided on the pages. No part of this site is intended to make a recommendation or a testimonial for or about a security, service or product, to provide investment, tax or other advice. No strategy assures success or protects against loss. Past Performance is no guarantee of future results.

IMPORTANT: We do not provide customer service or enable financial transactions through the representatives social media platform. Should you have questions or concerns that are specific to your account, please contact your representative. Never post personal, account or transaction information anywhere on this site. Services are only available in jurisdictions where the Representative is licensed and registered to conduct business. Please contact the Representative for a list of these states.

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