We Have Listed The Top 10 Financial Advisors In Oklahoma City To Help You Choose The Best Professional For Your Needs.
Address: 3636 North Roff Avenue Oklahoma City, OK 73112
Phone: 405-947-2913
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. Our Primary Purpose We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience. No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available. Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future. We invite you to check out all the material on our website. If something prompts a question, please send us a quick email or call our office. We look forward to speaking with you. It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can impact your future. For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming. As financial professionals, we are committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon, and goals, we'll work to develop a program that carefully balances investment strategies with preserving principal. Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and reap those rewards. We invite you to check out all the material on our website. If something prompts a question, please send us an email or call the office.
Address: 10005 North May Avenue Suite 100 Oklahoma City, OK 73120
Phone: 405-470-9190
Website: https://www.legacyadvisorsok.com/
Legacy Financial Advisors, LLC is a comprehensive financial services firm committed to helping people improve their long-term financial success. Our customized and holistic planning programs are designed to help preserve and grow our clients’ assets by delivering an unprecedented level of personalized service and expertise. We believe our process is second to none. We address your financial situation from all angles — including managing tax-efficient strategies and working with other professionals — to create a comprehensive strategy appropriate for you. In addition to his in-depth planning process, John is also highly-qualified and has dedicated himself to furthering education. Our founder, John, holds some of the industry’s highest designations, including being a CERTIFIED FINANCIAL PLANNER™ professional, a Chartered Financial Consultant, an Accredited Estate Planner, and a Chartered Life Underwriter. This thirst for knowledge and education is one of the reasons why clients continue to work with us and refer us to their friends and family. Contact us today to start organizing, coordinating, and pursuing your financial goals.
Address: 211 North Robinson Suite 1800 Oklahoma City, OK 73102
Phone: 405-270-1800
The financial advisors at our branch can offer financial approaches that come from years of combined wealth management knowledge and experience. We also stress that our role goes beyond wealth management advice and guidance. Employing the broad resources of Merrill Lynch Wealth Management, advisors can assist with retirement income planning, guidance on concentrated stock positions, traditional investments and estate planning services, while working with your other professionals, such as estate and tax attorneys. Our deeply committed advisors call upon Merrill’s tools and resources to help clients pursue personal and professional financial goals, as they also help them prepare for financial and lifestyle challenges that may lie ahead. Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together we can help you create a financial approach that reflects your personality. Only then can we offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
Address: 3030 NW Expressway, Suite 200, #421 Oklahoma City, Oklahoma 73112
Phone: 405-509-8198
It can be difficult to know what criteria to use when evaluating potential advisors. We believe people should consider three criteria when evaluating advisors: engagement, experience, and ethics. At Arrow Investment Management, we understand the need for a personal, and consistent relationship with our clients. You are leaving your life savings in our hands, and we take that commitment seriously. Here is what separates us from other financial advisors: We demonstrate ethics to our clients by only using CFP® professionals, which must be fiduciaries that have taken ethical commitments to make decisions only in their client’s best interest. There are rigorous experience and education requirements to become a CFP® professional. They complete testing in seven principle knowledge areas including investment, tax, estate, insurance, financial, retirement, and education planning. We are always available 24/7 to engage with our clients and service your account and address your needs. No request is too large for us to handle. Comprehensive goal-based financial planning is provided for free while you’re invested with us. We engage with our clients with regular performance reports, financial planning tools and recommendations, and retirement, estate, and tax plans to help build wealth. Many firms outsource their portfolio management and use cookie-cutter allocations. We use our experience and research process to build a custom portfolio designed for your goals and interests. All our financial planning recommendations are tailored to your needs, and custom-made to optimize your lifestyle goals.
Address: 1601 NW Expressway Suite 1850 Oklahoma City, OK 73118
Phone: 405-450-8339
Website: https://www.marinerwealthadvisors.com/locations/oklahoma-city-oklahoma/
When we founded our privately held national advisory firm in 2006, our top priority was to keep the client at the center of everything we do and that mission continues today under CEO Marty Bicknell’s leadership. We have built our firm around what our clients need. We began by offering wealth planning resources and then added services from tax planning to insurance – all under one roof. We believe this integrated approach to wealth management helps simplify our clients’ lives. Our client-first approach is carried out by our wealth advisors in offices across the country. Because our teams, including individual and business tax planning and preparation, estate planning, trust services, investment management, personal insurance solutions, retirement plan solutions and specialized business services are in-house, we can provide clients with a coordinated, customized experience. For more than a decade, we have been intentional about creating long-term relationships with our clients and their families. We want to be our clients’ first call for everything, whether it is developing a tax strategy or helping them with a personal issue beyond the scope of wealth management. This approach provides our clients with a unique experience where they receive advice from us that incorporates every aspect of their lives so they can remain focused on what matters most. To personalize the experience, we limit the number of clients each wealth advisor has, which means our wealth advisors are solely focused on partnering with their clients to help them navigate their financial future.
Address: 5700 Northwest 130th Street Suite 1 Oklahoma City, OK 73142
Phone: 405-470-0359
At MPW, we focus on what matters to YOU! This Company was designed to work with clients to develop personalized, cost-effective strategies to accumulate, preserve, and distribute wealth. We are a fiduciary investment manager. The company operates as an independent, fee-based, registered investment advisor. MPW develops investment management plans and acts as an advisor for estate, tax, educational, and philanthropic planning. The company’s office are in Oklahoma City, OK. Tracy Ann Miller founded MPW in 2019. The great thing about investing (versus saving) is the ability to own parts of multiple companies and participating financially in their growth. As an entrepreneur, our founder knew that owning a company was a mix of good and bad, profit and loss, heartache and success. But being able to participate in free market enterprise is something the firm values and believes in as one of the great blessings of our freedom and constitution. Our founder's philosophy is that it is important to have a strong conviction about investing in American capital markets. With over 30 years of actively participating through all kinds of market environments, the success of our clients can attest to the value of investing. We work, we save and we put our money to work as good stewards of our financial future. Our independent model and high ethical standards keep us focused on our clients’ goals as our top priority in all the investment decisions that we make. We actively manage individual stocks, mutual funds, ETFs and bonds in customized investment portfolios which provide greater flexibility, tax-efficiency, and lower expenses to our clients. Our investment management clients also receive financial advice on a wide range of areas. Risk management plays a key part in both the financial advisory and investment decisions. To reassure safety and stability, the investment assets are held by insured, third-party custodians.
For over 125 years, Ameriprise has been committed to putting our clients’ needs first. Over the years, we’ve helped millions of people invest billions of dollars so they may pursue what’s important to them. Our advisors develop ongoing one-to-one relationships with clients and take time to understand what’s truly important to them and their families. To help clients achieve their financial goals and prepare for the expected and unexpected, we offer personalized financial advice and a range of product solutions, including investments, insurance, annuities and banking. Smart technologies enable clients to track progress toward individual financial goals, as well as see how investments and solutions are performing, at any time, any place, from any device. At Ameriprise, our focus is to help clients achieve their financial goals and feel confident, connected and in control of their financial life. Ameriprise Financial is a longstanding leader in financial planning and advice. Ameriprise earns high ratings in the investment industry, including a Hearts & Wallets Top Performer™ recognition in1: "Unbiased, puts my interest first" "Explains things in understandable terms" "Understands me and shares my values" To provide our clients a broad choice of investment products, we offer thousands of mutual funds from approximately 160 mutual fund families on a stand-alone basis and as part of our wrap accounts.2 Ameriprise Financial has approximately 10,000 financial advisors3
Address: 6301 Waterford Blvd Suite 440 Oklahoma City, OK 73118
Phone: 405-843-8391
Website: https://www.northwesternmutual.com/office/ok/oklahoma-city/20691861/
For years, we've helped families and businesses across Oklahoma City reach their financial goals. Our version of financial planning brings the right insurance and investment strategies together, so you can do the things that matter most, with the ones who matter most. And we'll be there to guide you every step of the way. Someone who understands what's important to you now, and years from now. Who thinks of all the what‐ifs so you don't have to, guiding you as your goals change and helping you meet each one. You'll get a free, personalized plan that balances your current, and future, priorities. It puts all the pieces of your financial life in one place, helping you make the best decisions now and down the road. NerdWallet ranked us number one on their list of Best Life Insurance Companies1 and we're a Top 5 Independent Investment Broker‐Dealer.2 That means the right insurance and investments in one strong financial plan.
Address: 1366 E 15th St, Edmond, OK 73013
Phone: 405-450-7575
Website: https://www.womackadvisers.com/
Do you want to be financially secure? Do you have a plan for your future? If not, it's time to take action. Whether you are just starting out in life or moving through retirement, Womack Investment Advisers, Inc. (WIA) can help you create a road map that will guide you along the way. Our team of expert wealth management professionals is here to make sure that your financial security is never compromised. Our experienced wealth managers have over 30 years of financial planning and wealth management experience in Edmond, OK. We have helped thousands of clients with their finances and investments during that time. Whether you need help managing your retirement or want to make sure you're growing your assets for the future, our investment advisors can help. We are not employed by outside firms, we do not subsidize proprietary products, and we use our own independent research to direct and guide our clients. With more than 30 years in the financial services business, our clients know we offer exceptional service and sound solutions; many of them have been with us for over a decade. We use alternative investment strategies that can help provide better diversification compared to traditional methods. We recommend private equity and non-traded real estate investments to clients. We also provide advice and suggestions for emergency preparedness. Your plan is top-of-mind for us. We perform regularly scheduled reviews based on your service level. We provide personalized attention from our seasoned staff, from educational workshops and events, and from access to the Womack Wealth Management website.
Address: 13921 Quail Pointe Dr Oklahoma City, OK 73134
Phone: 405-607-4820
Website: https://www.alignmywealth.com/
At Align Wealth Management, our only business is the delivery of objective fiduciary advice resulting in simple & elegant financial planning solutions. Our clients consist of a discerning group of individuals, families, and small business owners. We believe in straight talk, good old-fashioned common sense, hard work, reliability, and complete transparency. Our dedicated team is composed of a unique blend of highly credentialed professionals with decades of wealth management experience. What we hope we've gained from our long experience is the wisdom to offer solutions that allow you to feel relieved, confident, empowered, and just plain good about your wealth. We enjoy a long-established history of solid performance that we gladly make available upon request. On a daily basis, every account we manage is tracked by an industry leading third-party reconciliation firm verifying our actual investment performance, net of fees. Accordingly, at any given time, we are able to precisely document our historical investment performance over a variety of market conditions. Before investing a penny of your hard-earned money, we work with you to craft a customized plan with a focus on your specific goals, dollars, and deadlines. Then, we help you implement your plan to minimize the chance you'll take more risk than you have the ability, willingness and need to take. This focus on understanding risk has been instrumental to our continual delivery of successful investment experiences through both good and bad markets. We also help you minimize taxes and costs along the way. With our distinguished credentials and meaningful experience, we have developed a national reputation for wealth management excellence. We have been recognized as one of America's top wealth management firms by BusinessWeek, Barron's, Financial Times, Wealth Manager Magazine, Financial Advisor Magazine, etc. In 2019, Align was named one of 300 elite advisor firms by the Financial Times. We are proud to see Align acknowledged in this way. The recognition reflects the commitment of our entire team and the fortitude of our clients who inspire us with their grace under pressure and sense of purpose.