The Oakwood Origin Story

In the premiere episode of Money Made Simple with Oakwood Wealth Partners, Mike Lockwood, CFP®, CRPC® takes listeners back to where it all began. Before Oakwood Wealth Partners became a trusted name in financial planning, it started with a personal journey shaped by early experiences, unexpected lessons, and a growing passion for helping people find clarity in their financial lives.Mike shares the defining moments that influenced his approach to client service, from his first exposure to the world of financial planning to the values that ultimately guided him toward launching the firm. Joined by his son and co-host, Nick Lockwood, CRPC®, the conversation offers an intimate look at the philosophy and purpose that still drive Oakwood today.This episode sets the foundation for the entire series—highlighting why education, organization, and real human connection play such central roles in the work Mike and Nick do every day. If you’ve ever wondered what shaped the firm behind the microphone, or why its advisors are so passionate about simplifying the complex, this origin story provides the perfect starting point.Start here, and get to know the heart behind Money Made Simple.Chapters:0:00 - Introduction1:34 - Mike Lockwood's humble beginnings8:08 - Pivotal family relationships 15:09 - The start of Mike's career in 198721:38 - Nick Lockwood joining Oakwood Wealth Partners27:06 - Mike's top priorities for his clients and the firm31:50 - The financial literacy challenge that exists today32:40 - Closing remarks