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Best Financial Advisors in Edmond

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Edmond, OKEdmond, OK

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.

Edmond, OKEdmond, OK

Website

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

3030 NW Expressway, Suite 200, #421, Oklahoma City, OK 73112
Oklahoma City, OK 73112
Instagram
  • Certified Financial Planner (CFP)

Arrow Investment Management provides financial planning services in the Edmond metro and nearby areas. It offers cash flow analysis, debt repayment, and budgeting solutions. The company also deals with account rebalancing and maintenance, tax-loss harvesting, and social security and Medicare optimization. In addition, its financial advisors serve clients who need estate planning services, which include wills and medical directives administration. Chief investment officer Jesse Carlucci is a CFP. He also worked as a university professor for eight years.

3030 NW Expressway, Suite 200, #421, Oklahoma City, OK 73112
Oklahoma City, OK 73112

InstagramWebsite(405) 509-8198

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

6 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

2569 S Kelly Ave, Edmond, OK 73013
Edmond, OK 73013
  • Estate Planning
  • Retirement Planning
  • Financial Planning
  • Wealth Management

The Burnett Financial Group has been serving clients in the Edmond metro and its surrounding areas since 2004. It provides financial, investment, risk management, retirement, and business planning services. Its team of advisors guides individuals, families, and business owners in developing and implementing solutions that meet their needs and allow them to achieve a secure future. The company's president, Ralph Burnett, who has over 25 years of industry experience, is an advisory board member of the FCA.

2569 S Kelly Ave, Edmond, OK 73013
Edmond, OK 73013

Website(405) 341-9245

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

14614 Bogert Parkway, Oklahoma City, OK 73134
Oklahoma City, OK 73134
  • Estate Planning
  • Financial Planning
  • Wealth Management

Capstone Triton Financial Group, LLC, serves communities throughout Edmond. It offers financial and investment counseling and assistance in retirement, estate, lifestyle, and insurance planning. The company aims to help its clients reach their financial goals, maintain financial stability, and achieve flexibility in their lifestyles. It utilizes a meticulous approach and collaborates with other professionals, such as accountants and attorneys, in developing and implementing tailored solutions. Its president is MBA degree holder Michael Dunham, who has promoted the use of 401(k) plans by small businesses in Oklahoma.

14614 Bogert Parkway, Oklahoma City, OK 73134
Oklahoma City, OK 73134

Website(405) 696-7140

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

4 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A

9112 N. Kelley Avenue Suite B2, Oklahoma City, OK 73131
Oklahoma City, OK 73131
  • Tax Planning
  • Certified Financial Planner (CFP)
  • Financial Planning
  • Wealth Management

Castlepoint Wealth Advisors is an independent financial management firm that serves Edmond and the surrounding locations. Its team specializes in assisting individuals with over $2 million worth of liquid assets. They take into account clients' personal return and risk objectives and craft investment plans centered on tax efficiency. They also build diverse investment portfolios, which are invested in more than 12,000 companies across the globe. Castlepoint Wealth Advisors was founded by Kendall King, a CFP and Accredited Estate Planner with over 15 years of experience.

9112 N. Kelley Avenue Suite B2, Oklahoma City, OK 73131
Oklahoma City, OK 73131

Website(405) 705-2906

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

4 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

14620 Hertz Quail Springs Pkwy, Oklahoma City, OK 73134
Oklahoma City, OK 73134
  • Financial Planning
  • Wealth Management

F.I.G. Financial Advisory Services, Inc. is a firm that provides wealth management and financial planning services in Edmond. The team provides guidance to clients on matters like finding the right investments and saving up for retirement or for their child's college fund. F.I.G. Financial Advisory Services was founded in 1983 and has continuously updated its service by using technology for its MyWealth Platform. This allows clients to monitor their insurance policies, investments, and bank accounts in a single log-in.

14620 Hertz Quail Springs Pkwy, Oklahoma City, OK 73134
Oklahoma City, OK 73134

Website(405) 844-9826

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

16350 Muirfield Place, Edmond, Ok 73013
Edmond, Ok 73013
  • Finance Planning
  • Financial Planning

Hughes Warren aids individuals, families, and small businesses within Edmond with their financial planning and wealth management needs. Founded in 2007, the firm helps clients navigate through the financial planning process, offering assistance with asset allocation, the construction of an investment portfolio, and the selection of a manager to keep track of the portfolio. Its presidents, Melinda Warren and Ted Hughes, are both Certified Financial Planners who have more than 50 years of combined experience in financial and estate planning.

16350 Muirfield Place, Edmond, Ok 73013
Edmond, Ok 73013

Website(405) 418-4080

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

15401 N. May Ave, Suite 500, Edmond, OK 73013
Edmond, OK 73013
  • Estate Planning
  • Business Formation
  • Finance Planning

Ironhorse is a wealth management company that serves clients in Edmond. It works to address various areas through financial planning, like funding for college education and retirement. The company also manages its clients' portfolios and helps diversify investments to meet lifestyle objectives. Other services include tax and insurance planning. Steve Kaestner, the company's owner, has over three decades of experience in the financial services industry. He is a certified public accountant and served as the director of the non-profit organization Oklahoma Venture Forum.

15401 N. May Ave, Suite 500, Edmond, OK 73013
Edmond, OK 73013

Website(405) 841-7667

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

8 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: --

Detail: --

11212 N. May Avenue Suite 104, Oklahoma City, OK 73120
Oklahoma City, OK 73120
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Investment Management
  • Financial Planning

M Advisor is a financial services firm serving Edmond. It caters its services to business owners, executives, and medical professionals. The company offers customized financial plans which encompass business, estate, tax, and retirement planning as well as insurance and investments. Its advisors also handle investment management and assist clients in building portfolios aligned to their financial goals. They also assist them with decisions regarding insurance policies and manage existing ones. M Advisor is founded by son and father duo, Derrick and Paul Morton.

11212 N. May Avenue Suite 104, Oklahoma City, OK 73120
Oklahoma City, OK 73120

Website(405) 513-6415

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

301 N. Bryant Avenue, Edmond, OK 73034
Edmond, OK 73034
  • Tax Planning

Raymond James Financial Services, Inc., helps clients reach their financial objectives in Edmond. The firm provides families, retirees, business owners, and corporations with comprehensive financial planning. The process includes understanding a client’s risk tolerance and choosing suitable investment vehicles. It also offers education, retirement, longevity, estate, and business planning. In addition, the business assists generous clients through charitable giving strategies. Founder Ancel Airington is a CPA with over 32 years of experience. He served on the UCO Foundation's board of trustees.

301 N. Bryant Avenue, Edmond, OK 73034
Edmond, OK 73034

Website(405) 359-9338

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

4.9 / 5 ( Best)

Total Reviews:

7 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A

Detail: --

2952 Via Esperanza, Edmond, OK 73013
Edmond, OK 73013
  • Certified Financial Planner (CFP)

Retirement Investment Advisors, Inc., offers services to assist clients in Edmond in navigating their retirement path. It aids in creating a road map starting from initial consultation, discussion of recommended options, and new account creation, to review and alignment of plans. Its advisors work with people who are already retired, assessing their needs to update their plans. They offer information about tax planning and social security benefits. CEO Randy L. Thurman, a CFP and CPA, has been in the industry since 1986.

2952 Via Esperanza, Edmond, OK 73013
Edmond, OK 73013

Website(405) 246-0404

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

4 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

13158 N MacArthur Blvd., Oklahoma City, OK 73142
Oklahoma City, OK 73142
  • Certified Financial Planner (CFP)

Rimmer Retirement Advisors is a financial advisory firm that serves the Edmond metro. It provides personalized financial planning services to help clients achieve their goals and investment management services tailored to clients' risk preferences. Its team of financial advisors also assists in life insurance needs analysis, long-term care planning, and legacy building through estate planning. Stephen Rimmer, the managing partner, established the firm in 2006. He previously served as president of the Central Oklahoma Financial Planning Association.

13158 N MacArthur Blvd., Oklahoma City, OK 73142
Oklahoma City, OK 73142

Website(405) 721-7210

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

301 Lilac Dr, Suite #120, Edmond, OK 73034
Edmond, OK 73034
Instagram
  • Estate Planning
  • Retirement Planning
  • Financial Planning

Trajan Wealth is an independent financial advisory company serving individuals and families in the Edmond metro. Its advisors take the time to understand clients' financial goals and educate them on the available solutions. It offers wealth management services that include tactical investment management, high-yield saving account management, and tax planning. The company also renders retirement and estate planning services. Udayan Mitra, a Certified Financial Advisor, has been in the investment management industry for over two decades. He has a Master's degree in Finance.

301 Lilac Dr, Suite #120, Edmond, OK 73034
Edmond, OK 73034

InstagramWebsite(405) 766-8111

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

3 (Best)

Average Review Score:

4.5 / 5 ( Best)

Total Reviews:

37 (Best)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

1366 E 15th St, Edmond, OK 73013
Edmond, OK 73013
  • Estate Planning
  • Tax Planning

Serving Edmond and the surrounding areas, Womack Investment Advisers is a company that offers financial planning and wealth management services. The company offers IRAs and 401k retirement plan options to help clients gain financial freedom after retirement. Its team of professionals can also help clients with portfolio management. Other services the company offers include insurance, estate, tax, and investment planning. Womack Investment Advisers has been in the financial services business for more than 30 years.

1366 E 15th St, Edmond, OK 73013
Edmond, OK 73013

Website(405) 340-1717

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

8 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Frequently Asked Questions:

Q: Should I hire a financial advisor before buying a house?
A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.
Q: What experience should I look for in a financial advisor?
A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.
Q: Can my financial planner help with taxes?
A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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