Expertise.com Homepage

2024

Last updated:

Best Financial Advisors in Tulsa, OK

Our Recommended Top 18

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls

Our goal is to connect people with the best local professionals. We scored Tulsa Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

106Reviewed

70Curated

18Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logo

SmartAdvisor by SmartAssetExpertise.com

Tulsa, OK
Free Consultation

Expertise.com Rating

Why choose this provider?

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

  • Estate Planning
  • Financial Planning
  • Investment Management
  • Retirement Planning

Tulsa, OK

Expertise.com Rating

Why choose this provider?

Need help contacting a Financial Advisor in Tulsa? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

5014 East 101st Street, Tulsa, OK 74137

Expertise.com Rating

Review Sources

Google
5.0 (22)
Facebook
5.0 (3)

Why choose this provider?

Burkholder Wealth Management is a financial planning and consultation firm that serves residents of Tulsa. It was established by Eric Burkholder, who has worked in the industry as a senior advisor and a chief investment officer. He employs a team of chartered financial analysts to help homeowners fund their retirement plans. They can also advise business owners on the outcomes of potential partnerships. In addition, the firm uses specialized software to compare different taxing strategies and their potential expenses.

  • Estate Planning
  • Retirement Planning
  • Tax Planning

Tulsa, OK 74137

Expertise.com Rating

Why choose this provider?

Founded in 2004 by managing partners Brian Carney and Chuck Fuller, Bridgecreek Investment Management offers boutique management services to corporations, family foundations, and high net worth families. The Tulsa-based advisors create custom-tailored investment portfolios based on a client's individual preferences, priorities, and goals and require a minimum investment of $1.5 million per household.

2508 East 21st Street, Tulsa, OK 74114

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

The Legacy Financial Group, Inc., is an independent financial investment advisor that caters to individuals, 401(k) plan clients, foundations, and businesses in the Tulsa area. The company guides clients on investment management for retirement, education, taxes, estate, and other financial products and needs. It manages $300 million and also offers its clients advice on managing equities, fixed income, mutual funds, exchange-traded funds, and other similar investments. Kevin King, the founding partner, has 15 years of experience in providing financial planning advice.

  • Estate Planning
  • Retirement Planning
  • Insurance Products

Tulsa, OK 74103

Expertise.com Rating

Review Sources

Google
5.0 (10)

Why choose this provider?

Warburton Capital Management is a fee-only, independent wealth management company based in Tulsa. Their typical clients include working or retired business owners and professionals with investable assets of at least one million dollars. To help their clients maintain and grow their wealth, Warburton Capital Management provides investment consulting, networking and relationship management, and advanced planning services.

6964 South 69th East Avenue, Tulsa, OK 74133

Expertise.com Rating

Why choose this provider?

SageOak Financial provides services to clients in Tulsa and the neighboring communities. It offers wealth management and investment management services to help clients clarify and achieve their goals. The firm also offers fiduciary financial advice, annual tax preparation, and tax-efficient strategies. Tyler A. Gray, founder and senior financial advisor of the firm, established the business in 2013. He has been in the financial services industry for more than 10 years and is the former president of the Financial Planning Association of Tulsa.

  • Estate Planning
  • Private Wealth Advisor
  • Certified Financial Planner (CFP)

6666 South Sheridan Road, Tulsa, OK 74133

Expertise.com Rating

Why choose this provider?

Orvis & Wadkins Financial Advisors LLC is a financial services firm serving businesses and individuals in Tulsa and the surrounding communities. The company helps clients with a variety of financial management needs, including estate analysis, investment management, retirement planning, business succession planning, and employee benefits. The firm has been offering financial solutions since 2014. It was founded by two financial advisors, Richard Orvis and Wes Wadkins, who have been working in the financial industry for decades.

  • Insurance Products

7060 South Yale Avenue, Tulsa, OK 74136

Expertise.com Rating

Review Sources

Google
5.0 (16)

Why choose this provider?

J M Brown Financial Partners is a Tulsa-based independent wealth management firm with clients in several states. Founded in 1984, the firm categorizes the client's financial future into four stages, which are the foundation, accumulation, retirement, and legacy. Services for the stages include developing the right investment strategy, protecting assets or planning taxes, preparing for retirement, and setting up one’s estate. Founder James M. Brown now serves as the firm's senior advisor and strategic consultant.

  • Certified Financial Planner (CFP)
  • Retirement Planning

7304 South Yale Avenue, Tulsa, OK 74136

Expertise.com Rating

Review Sources

Google
5.0 (3)

Why choose this provider?

Gibraltar crafts highly personalized financial solutions for high-net-worth Tulsa clients. The firm guides clients in meeting their desired financial picture through a combination of independent advice and customized financial plans, including financial and estate planning. Its offerings cover asset allocation, professional investment management, and banking and credit management. Moreover, the firm offers insurance coordination and evaluation, plus charitable planning and support services. In addition, Gibraltar financially supports education programs, health initiatives, and youth programs.

  • Estate Planning
  • Certified Financial Planner (CFP)
  • Tax Preparation

3314 East 51st Street, Tulsa, OK 74135

Expertise.com Rating

Why choose this provider?

Investment Designers of Tulsa, Inc, caters to clients in the local metro who need financial planning services. Its team specializes in developing investment plans to help individuals with their financial goals. These investment plans include family legacy, retirement, and asset preservation and accumulation strategies. Its president, Gordon T. Robinson, has more than 40 years of experience in the financial industry. Robinson is also the former president of Harvest House, a non-profit organization that helps people who are in need.

  • Certified Financial Planner (CFP)

1924 South Utica Avenue, Suite 805, Tulsa, OK 74104

Expertise.com Rating

Why choose this provider?

Stolper Asset Management is a firm of experienced financial advisors in Tulsa. Established in 1998, it serves both individuals and institutions using a value-based approach and objective analysis. Stolper Asset Management offers managed equity programs that its team runs on behalf of clients. These programs include the equity value portfolio and the equity income portfolio. The financial advisors are dedicated to helping clients in optimizing the performance of their investments, as well as identifying possible risks and managing them.

1375 East 71st Street, Tulsa, OK 74136

Expertise.com Rating

Why choose this provider?

Tulsa Wealth Advisors is a financial planning company providing services to clients in the metro. It specializes in helping retirees, widows, business owners, and corporate executives who want to prepare for their future financial challenges. It offers asset management services that provide dynamic asset allocation, guided stock, and municipal bond strategies. The company's president, Mike Mazzei, is the former chairman of the Senate Finance Committee and the author of "Solving Your Financial Planning Puzzle."

  • Estate Planning
  • Certified Financial Planner (CFP)

6140 South 104th East Avenue, Tulsa, OK 74133

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

Union Financial Advisors, LLC, is a financial services firm that caters to the residents of Tulsa and the surrounding communities. The firm's Certified Financial Planners possess more than 75 years of combined industry experience and help clients design, implement, and monitor financial plans that will enable them to define their goals and work toward achieving them. They assist clients in a variety of subjects, including retirement, estate, investment, and tax. Union Financial Advisors has offices in Norman and Perry.

  • Private Wealth Advisor

4525 East 91st Street, Tulsa, OK 74137

Expertise.com Rating

Why choose this provider?

Cadent Capital Advisors, LLC caters to the needs of clients in Tulsa. The firm specializes in a wide variety of services, including financial planning, cash flow management, investment management, and tax planning. Its financial advisors are also experienced in risk management and legacy and estate planning. Philip Mooberry is the founder and principal of Cadent Capital Advisors. He received his degree in business from Drury University in Missouri. He has experience owning and operating multiple Allstate agencies from 1997 to 2003.

  • Estate Planning
  • Tax Planning

4111 South Darlington Avenue, Tulsa, OK 74135

Expertise.com Rating

Why choose this provider?

ACT Financial Services, Inc. is a Tulsa-based financial services firm founded in 1994. This team helps clients in planning for their retirement and securing their investments. It also provides lifestyle planning services to help clients balance leisure with work. Randy Cowell, Certified Financial Planner and the founder of this company, has authored the books "Inspiration and Motivation for Debt-Free Living" and "God Good – Debt Bad." He is also a Chartered Retirement Planning Counselor, as awarded by the College of Financial Planning.

  • Private Wealth Advisor

7134 South Yale Avenue, Tulsa, OK 74136

Expertise.com Rating

Review Sources

Yelp
5.0 (22)
Google
5.0 (2)

Why choose this provider?

Regent Financial Services is a financial advisory firm serving the Tulsa area. Since 2002, it has assisted clients with their financial needs and goals through a range of services. These include estate planning, tax management, retirement planning, insurance assistance, and 401(k) rollovers and distributions. Over the years it has worked for various high-profile individuals, professionals, investors, business owners, and retirees. The firm's president, Gary M. Stanislawski, is a Certified Financial Planner.

  • Certified Financial Planner (CFP)

2250 East 73rd Street, Tulsa, OK 74136

Expertise.com Rating

Why choose this provider?

Since its founding in 1981, Financial Planning Resources has been serving individuals and businesses in Tulsa and the surrounding communities. Its team of financial advisors helps clients in each aspect of their financial planning services that include retirement planning, investment management, and insurance acquisition. In addition to these, they also offer estate planning strategies, review of income tax returns, and social security benefits strategies. Throughout the years, they have catered to many corporations and institutions in Oklahoma.

  • Retirement Planning
  • Insurance Products

Compare our Top Financial Advisors

NameExpertise RatingAddressPromotionsLearn more
SmartAdvisor by SmartAsset
Tulsa, OKFree Consultation
Burkholder Wealth Management
5014 East 101st Street, Tulsa, OK 74137
Bridgecreek Investment Management, LLC
Tulsa, OK 74137
The Legacy Financial Group, Inc.
2508 East 21st Street, Tulsa, OK 74114
Warburton Capital Management, LLC
Tulsa, OK 74103
SageOak Financial, LLC
6964 South 69th East Avenue, Tulsa, OK 74133
Orvis & Wadkins Financial Advisors, LLC
6666 South Sheridan Road, Tulsa, OK 74133
J M Brown Financial Partners
7060 South Yale Avenue, Tulsa, OK 74136
Gibraltar
7304 South Yale Avenue, Tulsa, OK 74136
Investment Designers of Tulsa, Inc
3314 East 51st Street, Tulsa, OK 74135
Stolper Asset Management
1924 South Utica Avenue, Suite 805, Tulsa, OK 74104
Tulsa Wealth Advisors
1375 East 71st Street, Tulsa, OK 74136
Union Financial Advisors, LLC
6140 South 104th East Avenue, Tulsa, OK 74133
Cadent Capital Advisors, LLC
4525 East 91st Street, Tulsa, OK 74137
ACT Financial Services, Inc.
4111 South Darlington Avenue, Tulsa, OK 74135
Regent Financial Services
7134 South Yale Avenue, Tulsa, OK 74136
Financial Planning Resources
2250 East 73rd Street, Tulsa, OK 74136

Tulsa, OK Financial Advisors FAQs

  • How can financial advisors help widows or widowers in Tulsa?

    Financial advisors can help widows or widowers in Tulsa create clear action plans for their present and future. They can develop a checklist that outlines and reorganizes personal and financial affairs after the loss of a spouse. They can also advise widows or widowers if they have adequate resources to sustain their everyday living expenses.

  • How can banks and credit unions in Tulsa resolve their institutions' investment portfolio problems?

    Banks and credit unions in Tulsa can work with financial advisors to help them resolve their institutions' investment portfolio problems. Their financial advisors can help them develop comprehensive investment plans tailored to clients' asset or liability management and business objectives. The professionals conduct investment reviews, calculate fixed-income securities, and review ALCO reports and policies.

  • What do you need to do if you and your spouse are in a divorce process in Tulsa and want to address financial issues?

    If you are divorcing individuals in Tulsa and want to address financial issues, both of you need to create a clear view of your finances. You need to gather and evaluate financial liabilities and assets for your financial affidavit or net worth statement. You should also collect and review life insurance policies, assess spending patterns, and locate hidden assets.

  • When should you consider sustainable investing in Tulsa?

    You might want to consider sustainable investing in Tulsa if you want to invest in companies or organizations that are aligned with your personal or religious views. Sometimes, investors are not comfortable investing in companies whose practices are morally objectionable. You can also do sustainable investing if you seek long-term company operation and aim for a positive impact on others.

  • Can a Roth IRA rollover help you avoid the required minimum distributions in Tulsa?

    Yes. A Roth IRA rollover can help you avoid the required minimum distributions in Tulsa. However, you may still be subjected to taxes. Pre-tax money and income can be used for traditional 401(k), so you will still owe taxes on the funds you have. You can avoid taxes by rolling old retirement plans into your own individual retirement account.