Our Story

Our Story Begins With Your Story

What are the chapters of your retirement story?

Traveling the world?

Spending time with your grandkids?

Starting that business you've always dreamed of?

Your story dictates ours, because ChappelWood Financial was founded on the principle that we are who you need us to be.

Who We Are

What We Do

How We Do It

1989

ChappelWood Financial is founded.

2005

ChappelWood Financial becomes an Independent Registered Investment Advisor, affirming its Fiduciary status and commitment to serving only the needs of clients.

2021

ChappelWood Financial becomes an Independent Registered Investment Advisor firm

2000

The current home of ChappelWood Financial on 15th Street in Edmond is officially opened.

02/03/2014

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2021

Victoria's book, It's All About the $Money, Honey! make its debut.

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