Michael R McNaughton
 

 

Mike McNaughton, CFP®, CLU®, CLTC, AIF®

CEO & Founder

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.

Linkedin Green Logo
Linkedin Green Logo
2022IN-40u40 Horizontal
 

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.
 

Business Journal
 

2014-2022 Women’s Choice Award 2022, created by Women Certified Inc.
The 2022 award was presented on a rolling basis based on data as of Dec. 31, annually. 603 advisors were considered, 221 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.
 

220217_InvestInOthers_Icons_Reversed__Category_IIOAwardsHM

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.
 

 
Business Journal
 

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.