Lonergan Advisors

Norman, Oklahoma

Heartland Wealth Management is an independent financial advisory firm in Norman, Oklahoma, offering financial planning and investment management services. The firm conducts face-to-face client meetings at least twice yearly, performs internal portfolio reviews every 60 days, and prepares annual required minimum distribution reports. Founded over 38 years ago and serving clients across 30 states, the firm is led by Mark, the owner and founder with more than 30 years of industry experience, supported by a team with over 100 years of combined expertise in retirement income planning, estate planning, and wealth management.

Stillwater, Oklahoma

Streeter Financial Group is an investment advisory firm in Stillwater, Oklahoma. Services include Financial Planning. The office has a wheelchair-accessible entrance. The office is open daily.

Bixby, Oklahoma

360 Wealth Management, based in Bixby, Oklahoma, offers financial planning and investment management services with a focus on wealth management. The firm emphasizes investor education and personalized portfolio construction designed for clarity and long-term investing, and is registered with the SEC as an investment advisor. The principal, Kraig McFarland, holds the Registered Financial Consultant and Chartered Retirement Planning Counselor designations and has been licensed in the securities industry since 1987, with support staff including Heather, who has worked in financial services since 2006.

Tulsa, Oklahoma

Oath Planning operates an estate planning practice in Tulsa, Oklahoma, led by founder Rod Yancy and staffed with estate planning attorneys including Katherine Parmer, Allie Gage, and Drew Gardner. The firm provides services in wills, revocable and irrevocable trusts, powers of attorney, healthcare directives, and trust administration, using a flat-fee pricing model without hourly billing or upsells. Oath Planning acts as a fiduciary and serves Tulsa-area families seeking personalized estate planning without template-based documents.