ChappelWood Financial Services

ChappelWood Financial Services Your primary retirement concerns are spending time with your family, traveling, staying healthy, and enjoying life. That's what we do at ChappelWood Financial.

You want to do all these things without the fear of running out of money. Much more than asset managers,

ChappelWood broadens the conversation with clients to include customized financial solutions so that a clear plan is developed to create a life they and their families have only dreamed.

-Our firm's focus is on the goals and objectives of Mid Tier and potential Mid Tier Millionaires.

-Ou

r Ideal Clients are those seeking an advisory firm that provides comprehensive income solutions, estate planning services, asset management services, and tax planning services from one provider.

-We specialize in Ideal Clients who are business owners, professionals, pre-retirees, and retirees seeking to organize their financial lives in order to own 100 percent of their time.

07/22/2026

The “Do Not Buy” season is upon us, but the global memory-chip crunch complicates our expectations around Apple’s fall hardware lineup.

07/20/2026

Waiting for perfect data is the fastest way to lose in a fast-moving market.

It’s official: the Financial Diva is going global! I am thrilled to share that I’ve been featured in InStyle Greece. Int...
07/20/2026

It’s official: the Financial Diva is going global! I am thrilled to share that I’ve been featured in InStyle Greece.

International recognition for the work we do at ChappelWood Financial Services is a dream come true, however, it’s not just about the spotlight. It’s about the message of empowerment and financial independence we’re spreading to women and millionaires everywhere.

My team is crushing it and I couldn't be prouder of the "Diva Engine" that keeps everything running at peak performance.

At Financial Services, we don't waste Time, Money, or Opportunity.

Know Your Worth: Then ADD TAX!

Don’t take Advice from Broke People!
Physically, Financially or Spiritually
Diva~

07/17/2026

New economic research might be pointing toward a shift in thinking about what AI means for the job market.

07/16/2026

The Lowdown on New Trump Accounts

07/15/2026

Most entrepreneurs think they choose a niche. In reality, the best niches reveal themselves. Here's how.

07/13/2026

Millennials are finding micro-strategies to get paid for their expertise.

07/10/2026

Ford and Klarna show why AI should scale human judgment, not replace it, and what leaders must do to redesign work for the Infinite era.

07/08/2026

Three generations have maintained the “mother stock” at Wattana Panich. It’s taken military precision, good taste buds and next to zero time off.

07/06/2026

Global oil supply is rebounding faster than expected, easing crude shortage fears. Brent crude has tumbled from $126 to $73 as Gulf producers ramp up output. Wall Street is cutting oil price forecasts as supply recovers and demand softens.

Address

Financial District Of Oklahoma 1725 E 15th Street
Edmond, OK
73013

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5am

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