Broker Check

Oakwell PWM - San Antonio, TX

Brian T. Boswell, CFP® AIF®

Brian T. Boswell, CFP® AIF®

Senior Private Wealth Advisor

Brian Boswell is a CERTIFIED FINANCIAL PLANNER™ professional with Oakwell Private Wealth Management where he focuses on protecting and achieving what is most important to you. Brian knows money can be a source of stress, anxiety and fear. Brian works closely with his client to bring clarity to otherwise complex situations. He believes in a holistic approach to financial planning which incorporates a client’s tax situation, estate planning, retirement goals, social security and investment accounts. Brian subscribes to a team approach, working closely with his clients other trusted advisors such as their CPAs and Estate Attorneys.

Upon graduating from Southwestern University in Georgetown, Texas, Brian immediately entered the financial services industry and created a thriving practice in Austin. In 2010, as his wife started her OB/GYN residency, he sold his practice so he could spend more time with his family. While she was completing her training, he worked for a large Fortune 500 company and a local financial institution. However, making quarterly numbers and selling products was not the way Brian wanted to provide financial services. In February of 2015, as a founding advisor, Brian helped create Oakwell Private Wealth Management to offer his clients truly independent advice based on their objectives, needs and overall financial goals.

When Brian is not working and his wife, Katie, is not delivering babies, he spends most of his time with his family.  His three year old daughter, June, has him absolutely wrapped around her finger.  Brian is a World War II history enthusiast who loves to enjoy the outdoors when he has the time. 

 

-Founding Partner

-CERTIFIED FINANCIAL PLANNER ™ Professional