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Mike McNaughton, CFP®, CPWA®,CLU®, CLTC, AIF®
CEO, Founder & Senior Wealth Advisor
I founded OakWood Financial Services in 1999 because I felt strongly about helping my clients enjoy financial independence without being limited to a set of proprietary products. It’s critical that financial plans be multi-pronged to include tax and estate planning that can be implemented at each stage in life. Selecting and managing investment vehicles is just one set of tools when it comes to 360-degree financial planning.
My wife, Melissa, and I make our home in Penfield, NY where we are learning to embrace a quiet house. I recently joined the board of CDS Life Transitions and continue to be in awe of how they serve our community. My love/hate relationship with golf is back in full swing with the newly found time on my hands. I enjoy traveling to spend time with our kids and parents – whether in Phoenix, Cleveland, Michigan, Florida, or a joint destination.
2022 Forbes Best In State Wealth Advisors, created by SHOOK Research.
Presented in April 2022 based on data gathered from June 2020 to June 2021. 19,640 Advisors were considered, approximately 6,500 Advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Visit Forbes for more award information.
2014-2023 Women’s Choice Award 2023, created by Women Certified Inc.
The 2023 award was presented on a rolling basis based on data as of Dec. 31, annually. 86 advisors were considered, 76 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Visit Women's Choice Award for more award information.
2007 Rochester Business Journal Forty Under 40 Award, created by Rochester Business Journal.
This award is based on outstanding professional accomplishments, civic involvement, letters of reference, and impact of achievement before age 40. and not specific to financial services and does not imply an endorsement, recommendation, or reflect the performance of the advisor. Visit Rochester Business Journal for more award information.
2005 Advisor Today Four Under Forty, created by Advisor Today.
Presented in June 2005 based on data collected from inception of advisor’s career until June 2005. Approximately 30 nominees were considered, 4 nominees were recognized. Winners pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Visit National Association of Insurance and Financial Advisors for more award information.