Our Story
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.
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.