Fiduciary advisors in Edmond, OK

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.

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

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.