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Featured Edmond Business

ChappelWood Financial Services
Date Established: 1988

Number of Employees: 4

Product/Service: Financial Services, Independent Registered Investment Advisor specializing in wealth management, asset protection, income planning, and solutions to Rock Your Retirement.

Website: and
Twitter: @Financial Diva
Facebook: ChappelWood Financial Services and The Financial Diva
ChappelWood Financial Services was founded by Victoria Woods more than 28 years ago in the back bedroom of her home. The Independent Registered Investment Advisory firm moved to its current location at 1725 E. 15th St. in Edmond in 2001. The building is part of the 84-acre development known as the Financial District of Oklahoma.

The firm designs customized financial solutions to develop clear financial plans for clients and their families and to help preserve their values and legacies for future generations. ChappelWood clients are business owners, professionals, pre-retirees and retirees seeking to organize their financial lives. Services provided by the firm include wealth management, comprehensive income solutions, estate planning, tax planning, retirement planning, investment management analysis, life insurance analysis and college funding. The focus of the firm is on the goals and objectives of Mid Tier and potential Mid Tier Millionaires.

Woods, president and chief investment advisor at ChappelWood Financial Services, is the author of the book It's All About the $Money, Honey! and has also appeared as a financial contributor on the Today show, Fox News, Fox Business, and CBS, NBC and ABC affiliates across the nation. Woods and Damon King, investment advisor and candidate for CFP certification on the ChappelWood staff, co-host "It's All About the $Money, Honey!", a weekly radio show that airs Saturdays at 1 p.m. and Sundays at 6 a.m. on NewsRadio 1000 KTOK, Saturdays at 8 a.m. on Enid NewsTalk 960 KGWA, streams live on iHeartRadio, and is available on iTunes.

As a Premier Advisor to affluent clients for more than 25 years, Woods is recognized as a leader in the Investment Advisory industry. She serves as the Financial Chair for the Oklahoma Commission on the Status of Women and recently received the Community Inspiration Award for supporting the Edmond Police and their families. ChappelWood has been named a Top 40 Advisor by Midland National Life.

ChappelWood's reputation, consistency and long term client relationships contribute to the firm's success. "It's a true joy knowing that we have the opportunity on a daily basis to make a positive difference in someone's life!" Woods said. "That defines what we do at ChappelWood Financial Services - sharing our strategies, solutions, success, resources, experience, and relationships to help others achieve their goals and dreams." Additionally, one of the firm's key goals in upcoming months is to promote financial education through its Rock Your Retirement adult financial enrichment program.

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