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James M. Brown

CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Financial Advisor serving Oklahoma and the surrounding communities.

J M Brown Financial Partner

7060 S Yale, Ste 701
Tulsa, OK 74136-5740
(918) 496-5460

Steven A. Henderson

CPA, PFS, CFP®, CKA

Partner/Regional Manager

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home,...More

Commission and Fee Financial Advisor serving Oklahoma and the surrounding communities.

Merit Financial Advisors

6140 S 104th E Ave, No 100
Tulsa, OK 74134
(918) 627-2500

Melinda M. Warren

CFP®

Founding Partner

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable...More

Fee Only Financial Advisor serving Oklahoma and the surrounding communities.

Hughes Warren Inc.

16350 Muirfield Place, .
Edmond, OK 73013
(405) 418-4080

Dan Safranek

CFP®

President

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Oklahoma and the surrounding communities.

Safranek & Associates

3240 S Owasso Ave
Tulsa, OK 74105-2024
(918) 747-7816

Louise A. Schroeder

CFP®

Consultant and Educator

Specialties: Budget & Debt Management, Estate Planning, Insurance, Life Planning, Retirement, Long-term...More

Fee Only Financial Advisor serving Oklahoma and the surrounding communities.

Louise Schroeder, Financial Planning Consultant and Educator

PO Box 1267
Stillwater, OK 74076
(405) 269-1475

Aaron S. Archambo

CFP®

Specialties: Comprehensive Financial Planning, Attending College, Investment Management, Employee...More

Financial Advisor serving Oklahoma and the surrounding communities.

Archambo Financial Advisors, Inc.

310 SE Osage
Bartlesville, OK 74003
(918) 336-2222

Denise A. Lant

CFP®

Financial Planner

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Estate...More

Commission and Fee Financial Advisor serving Oklahoma and the surrounding communities.

Regent Financial Services

7134 S. Yale Ave, Ste 700
Tulsa, OK 74136
(918) 493-4190
CONNECT WITH Denise
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Randy L. Thurman

CFP®

Specialties: Charitable & Planned Giving, Investment Management, Retirement

Fee Only Financial Advisor serving Oklahoma and the surrounding communities.

Retirement Investment Advisors, Inc.

2925 United Founders Blvd
Oklahoma City, OK 73112
(405) 842-3443

David N. Bize, III

CFP®

Financial Planner

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Estate Planning,...More

Financial Advisor serving Oklahoma and the surrounding communities.

David Bize

2525 NW Expressway, Suite 608
Oklahoma City, OK 73112
CONNECT WITH David
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Theodore J. Hughes

CFP®

Co-President

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Oklahoma and the surrounding communities.

Hughes Warren, Inc.

16350 Muirfield Place
Edmond, OK 73013
(405) 418-4080

Jeffrey A. Ashford

CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Investment Management,...More

Commission and Fee Financial Advisor serving Oklahoma and the surrounding communities.

Access Financial Resources, Inc.

3621 NW 63rd, Suite A-1
Oklahoma City, OK 73116
(405) 848-9826

Carol Ringrose Alexander

CFP®, AIF, CDFA

Executive Vice President

Specialties: Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Asset...More

Fee Only Financial Advisor serving Oklahoma and the surrounding communities.

Retirement Investment Advisors

3001 United Founders Blvd, Ste A
Oklahoma City, OK 73112
(800) 725-4530
(405) 842-3443

Margaret Doviak

Ph.D., CFP®

Specialties: Comprehensive Financial Planning, Budget & Debt Management, 401(k)/403(b)/IRAs, Charitable...More

Fee Only Financial Advisor serving Oklahoma and the surrounding communities.

D.M. Wealth Management, Inc.

309 E. Main Street
Norman, OK 73069
(405) 329-8884
CONNECT WITH Margaret
  • facebook link
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Jimmy J. Williams

CPA/PFS, CFP®, CRPC®

CEO/Senior Wealth Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Oklahoma and the surrounding communities.

Compass Capital Management, LLC

PO Box 795, 321 S 3rd St, Ste 4
McAlester, OK 74501
(918) 423-3222

Shayne Lester

CFP®

Certified Financial Planner

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned...More

Commission and Fee Financial Advisor serving Oklahoma and the surrounding communities.

Partners in Planning Financial Services

3311 W. Rock Creek Rd., Suite 110
Norman, OK 73072
(405) 310-2269
CONNECT WITH Shayne
  • facebook link
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Eugene J. Smith, Jr.

CFP®

Trading & Operations Director

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset...More

Financial Advisor serving Oklahoma and the surrounding communities.

Chartmark Investments, Inc.

Utica Place Office Tower, 2200 S Utica Pl, Ste 525
Tulsa, OK 74114
(918) 477-7685

Michael L. Ramsey

CFP®

Specialties: Investment Management

Financial Advisor serving Oklahoma and the surrounding communities.

4501 N Classen Blvd, Ste 100
Oklahoma City, OK 73118-4822
(405) 843-3320

Dennis A. Zeimet

CFP®

Financial Advisor, RJFS

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Estate...More

Commission and Fee Financial Advisor serving Oklahoma and the surrounding communities.

Tulsa Wealth Advisors | Raymond James

1375 E 71st St
Tulsa, OK 74136
(918) 492-2150 x2819
CONNECT WITH Dennis
  • linkedin link

William P. Atkinson, III

CFP®, Esq.

Specialties:

Fee Only Financial Advisor serving Oklahoma and the surrounding communities.

Access Financial Resources, Inc.

3621 NW 63rd St, Ste A 1
Oklahoma City, OK 73116
(405) 848-9826

William S. Bivin

CFP®

President

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset...More

Fee Only Financial Advisor serving Oklahoma and the surrounding communities.

Bivin & Associates Inc

412 South 14th St, PO Box 510
Ponca City, OK 74601
(800) 352-3890
(580) 762-1121

Joseph W. Bowie

CFP®

Chief Executive Officer

Specialties: Comprehensive Financial Planning, Banking, Charitable & Planned Giving, Estate Planning,...More

Financial Advisor serving Oklahoma and the surrounding communities.

Retirement Investment Advisors, Inc.

2925 United Founders Blvd Ste A
Oklahoma City, OK 73112-4355
(405) 241-1600

Tyler A. Gray

CFP®, CKA®, AIF®

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable &...More

Fee Only Financial Advisor serving Oklahoma and the surrounding communities.

SageOak Financial, LLC

6964 S 69th East Ave
Tulsa, OK 74133
(918) 627-3700

David Karimian

CFP®

Private Wealth Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Oklahoma and the surrounding communities.

Ameriprise Financial Services, LLC

2431 E 61st Street, Suite 400
Tulsa, OK 74136
(918) 388-2009
CONNECT WITH David
  • facebook link
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Phillip Bell

CFP®

Specialties: Comprehensive Financial Planning

Commission and Fee Financial Advisor serving Oklahoma and the surrounding communities.

Financial Planning Resources

2250 E 73rd St, Ste 650
Tulsa, OK 74136
(918) 494-2929

Brooklyn H. Brock

CFP® CEPA® CHFC® CKA

Financial Planner

Specialties: Comprehensive Financial Planning, Succession Planning

Fee Only Financial Advisor serving Oklahoma and the surrounding communities.

Ellevate Advisors LLC

7107 S. Yale Ave. #106
Tulsa, OK 74136
(628) 777-3553
CONNECT WITH Brooklyn
  • facebook link
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Autumn Knutson

CFP®

Founder, Lead Planner

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Oklahoma and the surrounding communities.

Styled Wealth

Virtual
Tulsa, OK 74037
(918) 714-1234
CONNECT WITH Autumn
  • facebook link
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Rick T. Jurrens

CFP®

President

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable ...More

Commission and Fee Financial Advisor serving Oklahoma and the surrounding communities.

F.I.G. Financial Advisory Services, Inc.

14642 Bogert Pkwy
Oklahoma City, OK 73134
(800) 736-3642
(405) 844-9826

Cody Murray

CFP®

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset...More

Fee Only Financial Advisor serving Oklahoma and the surrounding communities.

Stillwater Financial Services

324 S Husband St, Suite 106
Stillwater, OK 74074
(405) 215-9063

Shamiah Shalette Naff

CFP®

Specialties:

Financial Advisor serving Oklahoma and the surrounding communities.

Oklahoma Financial Center

12436 St Andrews Dr
OKC, OK 73120
(405) 302-2900

William R. Tennant, Sr.

MBA, CPA, CFP®

Specialties: Attending College, Comprehensive Financial Planning, Estate Planning, Investment...More

Financial Advisor serving Oklahoma and the surrounding communities.

Advisors Financial Group

4401-B S Peoria Ave
Tulsa, OK 74105
(918) 747-1178