Fiduciary advisors in Oklahoma

Bartlesville, Oklahoma

Impact Wealth Planners is a financial planning firm in Bartlesville, Oklahoma, staffed by Certified Financial Planners and other credentialed advisors. The firm offers retirement planning, education funding strategies, business owner planning, and estate planning services, using dynamic planning software and portfolio construction grounded in behavioral finance research. The team works through a personalized planning process to develop actionable financial strategies aligned with clients' goals and circumstances.

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.

Broken Arrow, Oklahoma

Phoenix Financial Group, LLC is an investment advisory firm in Broken Arrow, Oklahoma. Services include Financial Planning and Insurance Analysis. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.8-star rating from 23 Google reviews.

Collinsville, Oklahoma

CastleRock Financial Advisors - A Wealth Management Team is an investment advisory firm in Collinsville, Oklahoma. Services include Financial Planning, Investment Management, and Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Durant, Oklahoma

Insurance-Based

Northwestern Mutual is an insurance-based firm in Durant, Oklahoma. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

Edmond, Oklahoma

Stronghold Wealth Partners specializes in retirement planning with a focus on insurance products and annuity strategies. Co-founder Jason Stock, a finance graduate from Arizona State University, leads the firm's approach of selecting specialized tools and providers for specific client needs. The firm personalizes its services around each client's distinct retirement objectives and legacy goals, and does not provide tax or legal advice.

Edmond, Oklahoma

Fee-Only

Hughes Warren Inc. is an independent, registered investment advisor in Edmond, Oklahoma that operates on a fee-only basis, meaning it does not earn commissions or product sales revenue. The firm serves individuals, families, and small businesses with investment management, retirement planning, and wealth management services, operating under a fiduciary standard. The team includes two CFP® professionals—Ted, who holds an MBA and brings over 25 years of asset management experience, and Melinda, with a background in estate planning and charitable gift planning—supported by administrative and client service staff.

Edmond, Oklahoma

ArrowPoint Wealth Advisors, based in Edmond, Oklahoma, works with individuals, families, business owners, athletes, and entertainers on comprehensive financial planning and wealth management. The firm is led by three partners—Mandy K. Dollar (CRPC, SE-AWMA, MBA), Sylvia L. Sterling (CFP®, CDFA®), and Jennifer Wallis—and operates with support from Osaic. ArrowPoint serves clients through various life stages, including professionals building wealth, high-net-worth individuals in sports and entertainment, entrepreneurs navigating liquidity events, and those managing complex transitions such as divorce or inheritance.

Elk City, Oklahoma

CopperSky Wealth is an investment advisory firm in Elk City, Oklahoma. Services include Financial Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 2 Google reviews.

Enid, Oklahoma

Joey Armstrong - Financial Advisor - Equity Financial Group is an investment advisory firm in Enid, Oklahoma. Services include Insurance Analysis and Investment Management. The firm specializes in Retirement Planning. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open four days a week.

Enid, Oklahoma

Buffalo Capital Management is an independent financial planning and wealth management firm in Enid, Oklahoma, founded in 2005 by Will Gungoll. The firm serves individuals and businesses with personalized financial planning and investment management, employing professionals including a CFP® practitioner, and brings over 40 years of combined industry experience to its practice. The firm emphasizes relationship-based service, customized planning using various investment tools and technology, and operates without corporate constraints as an independently owned provider.

Fort Gibson, Oklahoma

Insurance-Based

Ron Shirey JR, Partner - Integrated Financial is an insurance-based firm in Fort Gibson, Oklahoma. Services include Financial Planning and Insurance Analysis. The office has a wheelchair-accessible entrance. The office is open five days a week.

Jenks, Oklahoma

StrongWealth Advisory Group is an investment advisory firm in Jenks, Oklahoma. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 13 Google reviews.

Lawton, Oklahoma

Overcome Money is an investment advisory firm in Lawton, Oklahoma. Services include Financial Planning. Service options include onsite meetings and online appointment booking. Appointments are required. It holds a 5-star rating from 26 Google reviews.

Minco, Oklahoma

TRW Financial LLC in Minco, Oklahoma offers debt management services centered on its Money Max Account platform, an online financial system designed to help clients accelerate debt payoff and build wealth. The firm uses banking strategies to analyze clients' income, expenses, and outstanding debts, then generates a personalized payoff roadmap and recalculates impact as financial circumstances change. The Money Max Account provides 24/7 access to financial planning tools and educational resources without requiring significant lifestyle changes.

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.

Norman, Oklahoma

Merit Financial Advisors is an investment advisory firm in Norman, Oklahoma. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. The office has a wheelchair-accessible entrance. The office is open five days a week.

Oklahoma City, Oklahoma

Choice Wealth Partners is an independent financial advisory firm in Oklahoma City that offers securities and investment advisory services through affiliated broker-dealer and SEC-registered entities. The firm serves a diverse clientele including pre-retirees, retirees, families, federal employees, medical professionals, military veterans, business owners, and high-net-worth individuals nationwide, developing customized financial plans rather than standardized approaches. The firm emphasizes client education and presenting options with underlying financial principles to help clients make informed decisions aligned with their goals and values.

Oklahoma City, Oklahoma

Exencial Wealth Advisors is a financial advisory firm in Oklahoma City serving business owners, executives, pre-retirees, and clients with complex portfolios typically exceeding $2 million in assets. The firm offers financial planning, investment management, tax planning and preparation, and estate planning coordination, using a customized portfolio approach with access to individual securities and institutional investments. Their fee model includes assets under management fees scaled to portfolio size and complexity, plus one-time financial planning fees starting at $2,500 and variable tax preparation fees. With approximately 110 employees across 15 offices and $5.9 billion in assets under management, the firm employs a three-step process—Evaluate, Execute, and Evolve—to align client strategies with personal financial goals.

Oklahoma City, Oklahoma

Venturi Private Wealth is an Oklahoma City-based firm offering financial planning, investment management, and family office services for founders, entrepreneurs, corporate executives, and ultra-high-net-worth families. The firm addresses wealth preservation, growth strategies, and multi-generational wealth transfer, with specific expertise in concentrated equity positions and long-term wealth strategy.

Oklahoma City, Oklahoma

Credent Wealth Management - Oklahoma City, OK is an investment advisory firm in Oklahoma City, Oklahoma. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 3 Google reviews.

Oklahoma City, Oklahoma

A-Team Financial Investments offers investment management and insurance analysis services to clients in Oklahoma City on a fee-based model with no account minimums. The firm conducts initial consultations at no charge and works with clients to develop investment strategies aligned with their risk tolerance and goals, with semi-annual review meetings recommended. The team is fully licensed and credentialed, emphasizing transparency and personalized service in its advisory approach.

Oklahoma City, Oklahoma

Oklahoma Financial Center Inc is an investment advisory firm in Oklahoma City, Oklahoma. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 2 Google reviews.

Oklahoma City, Oklahoma

Woodmen Financial Resources, LLC is an investment advisory firm in Oklahoma City, Oklahoma. Services include Financial Planning. Service options include onsite meetings and online appointment booking. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week.

Oklahoma City, Oklahoma

Advance Financial Lighthouse is a fiduciary financial planning and investment management firm based in Oklahoma City, operating for over 30 years as a team practice. The firm serves women in financial transition, families in their peak earning years, couples planning retirement, and African American families, with particular expertise in managing sudden wealth events such as inheritances and business sales. Operating under fiduciary obligation, the firm addresses financial planning across life stages including Social Security strategy, tax efficiency, college planning, and retirement income design.

Oklahoma City, Oklahoma

Oath Planning - Oklahoma City Wealth Management & Financial Advisors is an investment advisory firm in Oklahoma City, Oklahoma. It acts as a fiduciary. Services include Retirement Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 2 Google reviews.

Oklahoma City, Oklahoma

Staton Financial Group Inc. is an independent financial advisory firm based in Oklahoma City specializing in retirement planning and wealth management. The firm works with clients to develop customized financial strategies across a range of products and services, particularly for those approaching or in retirement, and provides ongoing monitoring to help keep plans aligned with clients' objectives. Founded in 1999 by principal Scott Staton, the firm emphasizes fiduciary responsibility and client-centered service grounded in integrity and transparency.

Oklahoma City, Oklahoma

Parkman Financial Group, led by James Parkman Jr., a financial advisor with over 35 years of industry experience, serves families and business owners in Oklahoma City. The firm offers retirement planning and income strategy design, estate planning and wealth transfer guidance, Social Security optimization analysis, tax-liability estimation, and succession planning for business owners. The firm uses customized financial plans developed through client partnership and also provides access to Generational Vault, a document storage and organization service.

Perry, Oklahoma

Merit Financial Advisors is an investment advisory firm in Perry, Oklahoma. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. The office has a wheelchair-accessible entrance. The office is open daily.

Stigler, Oklahoma

Turrentine Financial Services is a fee-only advisory firm in Stigler, Oklahoma, founded by Bryce D. Turrentine, CFP® and IAR, offering comprehensive financial planning and investment management services. The firm serves retirees, near-retirees, mid-career professionals, and business owners, with pricing ranging from $200/hour for hourly consulting to 1.0–1.50% AUM for full financial planning (minimum $120k AUM or $200–400/month), and 1.75% AUM for investment-only management. Core services include financial planning, portfolio construction using low-cost funds, tax planning, retirement planning, estate planning, and business planning, with ongoing monitoring and adjustments as circumstances change.

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.

Tishomingo, Oklahoma

Gaddis Premier Wealth Advisors is an investment advisory firm in Tishomingo, Oklahoma. Services include Investment Management. The office has a wheelchair-accessible entrance. The office is open four days a week.

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.

Tulsa, Oklahoma

Edison Wealth Strategies, based in Tulsa, Oklahoma, provides financial planning services led by founding partner Isaiah C. Edison, a wealth advisor who has worked with clients since 2009. Edison holds six professional designations including CFP®, ChFC®, CLU®, CLTC®, AEP®, and RICP®, and serves physicians, highly compensated professionals, pre-retirees, and retirees. His approach emphasizes educational guidance and long-term financial planning with periodic course corrections aligned to clients' evolving life circumstances.

Tulsa, Oklahoma

Fee-Only

Front Line Advisor Group is a fee-only fiduciary firm in Tulsa, Oklahoma, founded in 2005 by Jason F. Sauer (AWMA®), serving individuals, families, retirees, entrepreneurs, first responders, and veterans. The firm offers comprehensive financial planning, investment management, retirement planning, estate and legacy guidance, tax coordination, small business retirement plans, and trust administration. The team includes client service specialists and investment professionals, including a Chief Investment Officer and Senior Portfolio Manager with extensive institutional finance experience.

Tulsa, Oklahoma

Financial Resources Group, LLC is a family-owned firm in Tulsa, Oklahoma, founded over 30 years ago and currently led by Amy Hayes-Frazier. The firm serves individuals and families with retirement planning and related financial strategies, and offers Generational Vault, a digital platform for organizing and storing important documents. Principals include Don G. Hayes, Jr. (founder) and his daughter Amy Hayes-Frazier, who holds leadership positions in professional industry organizations.

Tulsa, Oklahoma

Relation Wealth Management in Tulsa serves individuals, families, and institutional clients including corporations, hospitals, foundations, and government entities. The firm offers planning services spanning retirement strategy, estate planning, tax planning, executive compensation, charitable giving, and investment management, with an approach centered on understanding client goals through financial analysis and ongoing advisory relationships.

Tulsa, Oklahoma

Insurance-Based

Northwestern Mutual is an insurance-based firm in Tulsa, Oklahoma. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance. It holds a 4-star rating from 1 Google review.

Tulsa, Oklahoma

Chad McAuliff Royal Stone Wealth Management is an investment advisory firm in Tulsa, Oklahoma. Services include Financial Planning and Insurance Analysis. The firm specializes in Investment Management and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 37 Google reviews.

Tulsa, Oklahoma

Castlepoint Wealth Advisors is an independent firm in Tulsa, Oklahoma serving clients with over $2 million in liquid assets. The firm offers personalized investment strategies integrated with tax planning, retirement planning, estate considerations, and risk management. Advisors hold the CLU credential and draw on over 70 years of collective experience to address clients' comprehensive financial objectives.

Tulsa, Oklahoma

Sandman Wealth Management is an Oklahoma-based firm specializing in investment management and retirement planning. The firm structures advice around three phases—accumulation, distribution, and preservation or transfer—while addressing tax planning, Social Security strategy, and coordinated wealth planning. Leadership includes President Sandy Minardi, and the firm operates under stated principles of fiduciary stewardship, transparency, and technology; it also maintains strategic relationships with Gradient Investments, whose portfolio managers hold CFA® credentials.

Tulsa, Oklahoma

Insurance-Based

Jack Stagg, Wealth Advisor - Eagle Strategies is an insurance-based firm in Tulsa, Oklahoma. Services include Financial Planning and Insurance Analysis. The office is open five days a week.

Tulsa, Oklahoma

Merit Financial Advisors is an investment advisory firm in Tulsa, Oklahoma. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Tulsa, Oklahoma

Lonergan Advisors is a Tulsa-based financial advisory firm that provides wealth management and retirement planning services to investors across various experience levels and financial situations. The firm follows a three-step process beginning with a review of the client's financial documents, risk tolerance, and goals, followed by analysis and presentation of strategies matched to the investor's profile, and concluding with the development and implementation of a financial plan. The team emphasizes ongoing communication and proactive monitoring to help clients address changing circumstances and stay aligned with their financial objectives.