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About Oakwood Summit
Our Purpose is
Your Financial Freedom
Oakwood Summit was founded on a simple belief; business owners and high income professionals deserve better strategies, better service, and better results.
We specialize in employee benefits, business retirement plans, and executive benefits planning that helps you contribute more, save more in taxes, and build lasting wealth for yourself and your family.
Our Core Values
Fiduciary Commitment
We are fiduciaries - legally and ethically commited to acting in your best interest.
Client First
Your goals drive our recommendations. We listen first, then create a plan tailored to you.
Measurable Impact
We focus on strategies that produce meaningful, measurable improvements to your finances.
Long Term Partnership
We're with you every step of the way.
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.
Specialized Expertise
We focus on advanced retirement plan strategies for high income business owners.
Fiduciary Commitment
We are independent and fiduciary - always acting in your best interest.
Proven Results
Our clients contribute more, pay less in taxes, and build stronger retirement wealth.
Ongoing Support
We provide ongoing reviews and support to keep you on track for life.
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