Fiduciary advisors in Oklahoma City, OK

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

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

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

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

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

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

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

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.

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

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

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.