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Charles R. Bigbie, III

CFP®

Branch Manager

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

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

Woodland Wealth Management

7233 S 85th E Ave, Ste 400
Tulsa, OK 74133
(918) 495-1244

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

Stephen P. Regouby

CFP®

Managing Partner

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

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

Merit Financial

6140 S 104th E Ave, Ste 400
Tulsa, OK 74133-1588
(918) 407-6140

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

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

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
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Christi S. Powell

CFP®

Owner/Manager

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

Fee Only Financial Advisor serving Oklahoma and the surrounding communities.

Perissos PWM dba Falcon Financial of Oklahoma, LLC

14809 Carlingford Way
Edmond, OK 73013
(405) 752-7072
CONNECT WITH Christi
  • twitter link
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Gordon T. Robinson

CFP®

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Investment Management,...More

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

Investment Designers of Tulsa, Inc

3314 E 51st St, Ste S
Tulsa, OK 74135
(800) 798-6446
(918) 747-6446

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, 215 E Choctaw Ave, Ste 101
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

3940 W Tecumseh Rd, Ste 100
Norman, OK 73072-1858
(405) 310-2269
CONNECT WITH Shayne
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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

Mark E. Woody

CFP®, CLU, ChFC

CEO/Private Wealth Advisor

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

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

Kindred Wealth

581 Merchant Dr
Norman, OK 73069-6575
(405) 360-8836

Dennis A. Zeimet

CFP®

Financial Advisor

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.

Trinity Strategic Wealth | Raymond James

1375 E 71st St
Tulsa, OK 74136
(918) 858-2819
CONNECT WITH Dennis
  • linkedin link

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®

Retired Founder

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) 203-5391

Tyler A. Gray

CFP®, CKA®, AIF®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...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
CONNECT WITH Tyler
  • linkedin link

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

Fee Only Financial Advisor serving Oklahoma and the surrounding communities.

Styled Wealth

Virtual
Tulsa, OK 74110
(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

Sylvia L. Sterling

CFP®, CDFA®

Senior Partner and Chief Wealth Strategist

Specialties: Comprehensive Financial Planning, Asset Allocation, Investment Management, Getting...More

Fee Only Financial Advisor serving Oklahoma and the surrounding communities.

ArrowPoint Wealth Advisors

7 NE 6th St, Ste 100D
Oklahoma City, OK 73104-1852

ArrowPoint Wealth Advisors

1930 South Bryant Ave
Edmond, OK 73013
(405) 563-1141

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

1431 S Western Rd
Stillwater, OK 74074-6957
(405) 215-9063

Skylar Anderson

CFP®

Specialties:

Financial Advisor serving Oklahoma and the surrounding communities.

1705 Deason Dr
Edmond, OK 73013-7774
(405) 856-7270

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