We Have Listed The Top 10 Financial Advisors In Tulsa To Help You Choose The Best Professional For Your Needs.
Address: 5014 East 101st Street, Suite 100 Tulsa, Oklahoma 74137
Phone: 918-727-7100
Website: https://www.burkholderwm.com/
Burkholder Wealth Management (BWM) was founded in 2019 to serve clients in a deeper way than traditional financial planning. We take wholistic financial planning approach that allows each advisor to work with 100 client. This ensures our advisors can bring all their expertise and creativity to each client's case. The best clients for Burkholder Wealth Management are those that desire a more custom process to wealth management or have complex planning needs. Wealth management applied properly requires a careful analysis of a multitude of specific planning areas and then the coordination of these areas into a complete, comprehensive global plan. Key areas of planning include portfolio management, tax planning, retirement planning, wealth transfer, business planning, and executive benefits. Burkholder Wealth Management has a comprehensive team of financial advisors, estate planners, and a support team. We are here to help you achieve your financial goals. Eric is the founder of Burkholder Wealth Management (BWM). After 10 years in the Finance and Wealth Management industry serving as both a Senior Advisor and Chief Investment Officer for a regional RIA, Eric chose to start his own firm in 2019 in order to continue his vision of creating the ultimate client experience.
The Tulsa Wealth Advisors team helps focus your attention on the specific obstacles and dangers that could damage your quality of life and put your lifetime vision at risk. With our focus zeroed in on your specific goals, we are able to consider the big picture, while tending to the smallest of details, to develop and implement strategies to help you pursue your life and financial goals. Clients have access to several asset management options. The two primary investment strategies are Dynamic Asset Allocation and Strategic Asset Allocation. Both strategies employ a diversified investment approach built around Modern- and Post-Modern Portfolio Theory for various risk tolerances, total return goals, and income needs. In addition to your financial advisor, your team includes an Investment Executive who collaborates with financial advisors on current market research, trend analysis and product placement; a Client Services department dedicated to efficiently addressing your questions and resolving account maintenance needs; an education division that keeps clients informed with quarterly workshops, personalized and timely newsletters and various other communication materials; and an extensive support staff committed to ensuring your experience – on the phone, in the office or through mail – is beyond satisfactory.
Address: 233 S Detroit Ave, Suite 100 Tulsa, OK 74120
Phone: 918-582-6864
Website: http://pinnacleholdings.net/
Our investment philosophy is driven by the principle of minimizing risk while capturing the most competitive rates of return. We build customized portfolios for our clients with the proprietary strategies detailed below. Every situation is unique and we provide customized solutions to help you meet your financial goals. We work with clients to develop and deliver investment solutions that are customized to the client’s defined requirements. Extensive research and analysis underpinning all Pinnacle services. Customized, professional management of client investments. Well-constructed, well-diversified portfolios aligned with the client’s investment policy statement. As a Registered Investment Advisor, we operate with a fiduciary duty. This means that our client’s best interests are first and foremost in any decision that we make. We operate as a “fee only” firm – we are compensated solely by our clients (charged on assets under management). We do not make a commission on any product, we do not split fees and there are no hidden costs. We will never recommend a product unless it fits your individual risk tolerance.
Address: 4200 E. Skelly Drive Suite 950 Tulsa, OK 74135
Phone: 918-372-3554
Website: https://www.marinerwealthadvisors.com/locations/tulsa-oklahoma/
As a top 6-ranked advisor in Oklahoma by Barron’s for 2019-2020, our wealth advisors in Tulsa, Oklahoma, partner with individuals, families and professionals who have complex finances and taxes to create personalized financial plans designed to last. Our teams are dedicated to putting your interests first and to helping you navigate your financial future. As part of the planning process, we offer in-house wealth management services including investment management, estate planning, trust services, tax planning and preparation, and personal insurance solutions for individuals. For businesses, we offer retirement planning, tax planning and preparation, institutional cash management and specialized business services. Thanks for wanting to learn more about how we’ll partner with you. Complete this form, and we’ll share our 360° approach to wealth management or find a location near you. Barron’s – Top 1200 Financial Advisors by State – Jana Shoulders #6 in 2020; #5 in 2019. The State rankings draw from all 50 states, plus the District of Columbia, with the number of ranking spots distributed in proportion to state population and wealth. Rankings are based on data provided by individual advisors and their firms. Advisor data is confirmed via regulatory databases, crosschecks with securities firms and conversations with individual advisors. The formula Barron’s uses to rank advisors is proprietary and has three major components: assets managed, revenue produced and quality of practice. Investment returns are not a component of the rankings because an advisor’s returns are dictated largely by the risk tolerance of clients. The quality-of-practice component includes an evaluation of each advisor’s regulatory record. The award is not indicative of future performance and there is no guarantee of future investment success. For additional information, visit www.barrons.com.
Address: 2431 E 61st St Ste 260 Tulsa, OK 74136-1230
Phone: 918-932-1000
We offer a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a road map for your financial journey. It’s a more personal approach that goes far beyond an investment portfolio. It’s an ongoing and open dialogue about all aspects of your life, your goals and your financial vision. And it’s developing a long-term relationship built on understanding and trust. Your advisor is there for you throughout the planning and investing process, giving you objective and unbiased advice along the way. Raymond James advisors serve clients with a variety of sophisticated financial planning needs. From families and individuals to business owners and institutions, your Raymond James advisor has the expertise and experience to provide guidance for a wide range of financial planning needs. They’ll take care of the big picture and the finer details with an approach that is as disciplined as it is strategic. Your advisor is there to help you reach major milestones and all of the smaller ones in between. You’ll work together to build a customized plan just for you, taking into account all of your objectives, while weighing risk, prioritizing trade-offs and accounting for “what ifs.” And because your plan is a living document, your advisor will continually adapt it while utilizing the latest technology to identify potential unknowns and your changing needs, making adjustments that will help you reach your financial goals.
Address: 8801 S Yale Ave, Suite 410 Tulsa, Oklahoma 74137
Phone: 918-492-1361
Website: https://firststate-ok.com/
When First State was founded in 1971, we wanted to create an investment firm focused on quality, trust, integrity, and respect, both in our client relationships and in our investment strategies. We have since built a team of Tulsa’s best financial advisors around these core values to provide families with the personalized, tax efficient, value-oriented approaches to portfolio management that they need to reach their financial goals. Becoming the best financial advisor for you begins with exploring your unique needs, goals, and circumstances. By discovering who you are and what matters most to you in life, we can help you optimally allocate your financial resources to maximize your fulfillment in life, while also establishing your financial security. Our team is committed to diving deep into the financial planning and discovery process with you to help you plan confidently, sleep soundly, and grow your wealth. With over 125 years of combined experience, our advisors bring the expertise necessary to answer the questions and find the solutions you need to meet your goals. Whether it be forecasting retirement income and expenses, establishing a trust and estate plan, valuing your business, or managing your investment portfolio, we bring the essential background, tools, and knowledge to lead you to the right destination. And as a Registered Investment Advisor (RIA) and fee-only financial planner, we operate as a fiduciary so you can be confident that we are always placing your best interests first and providing you sound, independent advice to help you reach your ideal outcome. Whatever your stage of life or financial needs, you can be assured that you will receive the greatest care when you work with our best financial advisors.
Address: 6100 South Yale Ave Suite 1500 & 1650 Tulsa, OK 74136
Phone: 918-586-8000
Website: https://www.local.ml.com/TULSA_OK/
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: 2250 East 73rd Street Suite 650 Tulsa, OK 74136
Phone: 918-494-2929
Website: https://www.f-p-r.com/
Strengthen your financial future with FPR’s relationship-driven approach to wealth building. Our team has developed and refined a process that helps you put together all the pieces of your financial puzzle. FPR was founded on the desire to provide valuable financial advising through client involvement and education—a mission we will proudly carry out for years to come. As lifelong advisors, we’re focused on cultivating thriving relationships and portfolios. What truly sets us apart is our commitment to knowing you intimately and understanding the details of your family, needs and wants, and your financial situation and goals. With the financial climate continuously fluctuating, our Wealth360 Process is dynamic and adapts to address life’s ups and downs. FPR is here to make sure you are on track to pursuing what is most important to you. We’re proud to say our dedication to our principles and process has been the driving force behind FPR’s success, including an average client relationship of over 25 years.* We're here to help you achieve your financial goals!
Address: 5424 S Memorial Dr Building E, Tulsa, OK 74145
Phone: 918-794-9290
Website: https://www.meliagroup.com/
Melia Advisory Group understands the value of every dollar and how hard people have worked to earn it. With a thorough understanding of historical financial cycles, we are prepared to properly equip individuals with investments that provide income, protect assets and give you peace of mind no matter the market cycle. Our advisory team is dedicated to helping all of our clients make informed, confident decisions about financial planning and investing. Everything we do at Melia Advisory Group is to serve and help retirees have a successful retirement. The goal is to help them be as tax efficient as possible, while providing more than enough income to live on throughout their retirement. We don’t want to see retirees just survive retirement, we want to see them thrive in retirement. SOCIAL SECURITY Receive a personal Social Security strategy based on your financial situation. TAX PLANNING When a financial plan is structured with tax planning in mind, the result is minimized taxes allowing for more preserved wealth. ESTATE PLANNING Estate planning can help ensure your assets will be there for those you love after you are gone and is one of the most loving things you can do for your family. FINANCIAL ADVISOR We help our clients create a comprehensive financial plan that will help them achieve their goals. INDIVIDUAL RETIREMENT ACCOUNT (IRA) Our advisors can give you guidance on IRA’s whether it is opening, investing or managing what you already have. MEDICARE Medicare can be confusing with so many moving parts. Let us help you make sense of it and simplify the process.
Warburton Capital is a Registered Investment Advisor. Our wealth management advisors are independent, fee-only fiduciaries who work to help clients identify, clarify, and achieve their personal and professional goals. Ultimately, we strive to help clients build a level of financial peace of mind that helps them make work optional and maintain that status. A proven team of expert wealth management advisors Warburton Capital advisors implement a unique, consultative process informed by extensive education and years of advising experience. We guide clients along proven pathways to wealth management by leveraging the services of a carefully selected resource team. Those experts specialize in investment strategies, estate planning, taxation, asset protection and charitable giving. We are Independent, Fee-Only Fiduciaries. We are not owned by a large brokerage house or insurance company. We are not beholden to any investment company. We do not charge our clients any commissions, front-end loads, or back-end loads. We do not receive referral fees. We are legally obligated and duty bound as Fiduciaries to recommend to you what we believe is In Your Best Interest, not ours.