Mike McNaughton,
CFP®, CPWA, AEP®, AIF®, CLU®, CLTC Wealth Advisor, RJFS Founder, OFSI founded OakWood Financial Services in 1999 with a clear vision: to give successful individuals and families an independent path to financial freedom free from the limitations of proprietary products. What began as a boutique practice has grown into a practice that specializes in advanced, integrated planning that helps clients preserve, grow and transfer their wealth with confidence.
Managing investments is just one part of our comprehensive wealth strategy. Drawing on deep experience in private wealth, tax strategy and estate planning, I guide clients through the complex decisions that come with significant assets and work closely with attorneys, accountants and trustees to deliver coordinated, thoughtful advice. At OakWood, our greatest strength lies in the relationships we build. We take the time to understand what matters most to our clients and provide clear guidance so they can make informed decisions.
Melissa and I live in Penfield, New York, and enjoy traveling with our grown children whenever we can. In my free time, I split my enthusiasm between cheering on the Buffalo Bills and chasing a better golf swing.
Professional Background
- Certified Financial Planner® Professional
- Certified Private Wealth Advisor®
- Accredited Estate Planner®
- Accredited Investment Fiduciary®
- Certified Life Underwriter®
- Certified for Long-Term Care
- Bachelor’s degree, St. Bonaventure University
Award-Winning Guidance and Accredited Expertise*
- 2025, 2024 and 2022 Forbes Best in State Wealth Advisors
- 2025 and 2024 AdvisorHub Advisors to Watch
- 2014 – 2026 Women’s Choice Award
- 2024 Rochester Business Journal Financial Leaders Wealth Advisor Award
Community Affiliations and Involvement
- CDS Wolf Foundation Inc., Board Member
- Estate Planning Council of Rochester, Board Member
- Financial Planning Association
- Financial Services Institute
- Society of Financial Services Professionals
*All awards awarded at previous firm.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Raymond James is not affiliated with the above organizations and/or charitable causes.
