Fiduciary advisors in Tulsa, OK

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

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

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

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

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

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

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.

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

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

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

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

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.