Your Local Financial Advisor Near Round Rock, TX

Work Towards a Clearer Financial Future with a Financial Advisor Near Round Rock

At Oakwell Private Wealth Management, we help individuals, business owners, and retirees near Round Rock, TX align investment management, retirement planning, tax-efficient strategies, and estate planning so their decisions support long-term goals instead of working against each other. Whether you are preparing for retirement, managing concentrated assets, or planning for the next generation, our team brings the structure and accountability needed to make confident progress. Because Round Rock is part of the fast-growing Greater Austin area, financial decisions can often involve more complexity, from equity compensation and small-business planning to retirement income and legacy considerations. As a financial advisor Round Rock residents can turn to for personalized guidance, Oakwell works with clients to develop financial plans based on their goals, with support from CFP professionals and an organized planning process tailored to their circumstances. That means a strategy designed to help you preserve wealth, reduce avoidable risk, and move forward with greater clarity.

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Cedar Park Office

6300 183A Toll Road,
Suite 260,
Cedar Park, TX 78641

Call Toll Free: (800) 556-2593

Mon-Fri: 9:00 AM - 5:00 PM

DIRECTIONS FROM Round Rock to CEDAR PARK location (Starting on I-35)

From I-35 (in central Round Rock area), take exit 250 for TX-45 Toll toward TX-1 Toll and turn right.
- Proceed .5 mile
Turn slightly right to merge onto TX-45 W/TX-45 Toll toward Texas 1
- Proceed approximately 7.1 miles
Take the US-183N exit
- Proceed approximately 1.1 mile
Keep right and merge onto 183A Toll Road North.
- Proceed approximately 4.8 miles
Take exit toward Scottsdale Dr
- Proceed approximately .2 mile
Merge onto 183A Frontage Rd
- Proceed approximately .5 mile
Turn right into the parking lot for the James Avery Plaza, 6300 183A Frontage Rd, Suite 260