Brian Boswell is a CERTIFIED FINANCIAL PLANNER™ professional with Oakwell Private Wealth Management, where he helps business owners and professionals with retirement planning and investment management. While Brian serves people working in a wide variety of industries, he has a soft spot for healthcare workers because his wife is an OBGYN in Round Rock. His deep expertise and personal connection to the healthcare industry have given him an unmatched understanding of the unique challenges physicians face.Brian also heads Oakwell 401(k) Plans and has developed the resources and skills to provide business owners with the right retirement plan for their specific goals. Brian completed the Qualified 401(k) Administrator (QKA) program through the American Society of Pension Professionals and Actuaries (ASPPA). This designation helps advisors better maximize plan design and navigate the complex regulatory and compliance environment of 401(k) plans.
Upon graduating from Southwestern University in Georgetown, Texas, Brian immediately entered the financial services industry, working for both the largest independent broker-dealer and a Fortune 500 company. However, making quarterly numbers and selling products was not how Brian wanted to provide financial advisory services. In February of 2015, as a founding partner, Brian helped create Oakwell Private Wealth Management to offer his clients truly independent advice based on their objectives, needs, and overall financial goals.
When he’s not taking care of clients, Brian can be found spending time with his high school sweetheart, Katie Boswell, MD, or coaching his daughter’s basketball & soccer teams. They recently welcomed a new son, Bear, in May of 2021 and are enjoying getting to know him. When not working or playing sports, the Boswell family can be found at their hunting ranch in the Texas Hill Country.
