About Us
Helping Business Owners Build Freedom Through Financial Independence.
We believe business ownership should create more than a job - it should create the freedom to live life on your terms. Our mission is to help you turn what your business earns into the wealth and income you need to make that freedom real.
Our Story
Built on Experience.
Focused on What Matters.
Oakwood Summit was founded by financial professionals with decades of experience in advanced tax planning, retirement plan design, and wealth strategy for business owners.
We saw the same challenge over and over - successful owners working harder than ever, yet uncertain if they could have enough income and wealth to live the life they want.
We built Oakwood Summit to deliver a different experience; personalize guidance, advanced strategies, and a clear path to financial independence.
Our Difference
Why Business Owners Choose Oakwood Summit
Solely Focused on Business Owners
We work exclusively with business owners and entrepreneurs who want to turn their business sucesss into personal freedom.
Advanced Strategies.
Real Results.
Personalized
Guidance
We use sophisticated tax strategies and retirement plan solutions that can unlock six figure tax savings and accelerate wealth creation.
No cookie cutter plans. We design strategies around your unique goals, lifestyle, and financial independence number.
Income You Can Count On
We help you create a tax efficient guaranteed income stream so you can live life on your terms - with confidence
Our Leadership
Experienced. Trusted. Dedicated to You.
David Swanson
Founder & Wealth Advisor
With over 15 years of experience, David specializes in advanced tax stratgies, retirement plan design, and wealth management for business owners.
He is passionate about helping owners keep more of what they earn and build the financial independence they deserve.
Larry R. Blades
Founder & Wealth Advisor
A Retired Lt. Colonel, and financial professional with over two decades of experience designing and managing retirement plans and wealth strategies for business owners and executives.
Larry brings discipline, integrity, and a deep expertise to every client relationship.
Our Mission is simple:
Help business owners keep more of what they earn and build financial security for themselves and their famililes
Tax Focused Strategies
Work Alongside Your CPA
Proven, Compliant Solutions
We specialize in advanced tax planning strategies that go beyond traditional approaches.
We coordinate with your existing advisors to ensure a seamless, collaborative planning process.
Every strategy we design is IRS-compliant and build to withstand the test of time.
Long Term Impact
Our goal is long term wealth accumulation, retirement income, and legacy protection.
Your Financial Independence
Starts With a Conversation.
Let's discuss your goals and explore how our strategies can help you build the income, freedom, and legacy you deserve.
Discover Your Number
We'll help you define your financial independence number
Explore Opportunities
We identify strategies that can close the gap and create an impact.
Build Your Plan
We implement a plan designed to deliver results and freedom.