Expertise.com

2024

Last updated:

Best Financial Advisors in Edmond

Our Recommended Top 15

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 Edmond Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

35Reviewed

27Curated

15Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logoFEATUREDExpertise.com

SmartAdvisor by SmartAsset

Edmond, OK
  • Estate Planning
  • Financial Planning
  • Investment Management
  • Retirement Planning

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.

Reputation:

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.
4.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Price: Free Consultation

Edmond, OK

Why choose this provider?

Need help contacting a Financial Advisor in Edmond? 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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Free booking service | Call 848.Book.Pro!

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

Why choose this provider?

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.

Attorney Information

Attorney NamesExperience
Angela Gilloon2 yrs

Reputation:

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.
4.6
Facebook
4.6 / 5 (53)
Google
4.9 / 5 (7)
Yelp
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Reputation:

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.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Reputation:

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.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Reputation:

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.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Reputation:

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.
5.0
Google
5.0 / 5 (1)
Yelp
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

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

Why choose this provider?

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.

Reputation:

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.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.3
Responsiveness
Friendliness
Helpfulness
Detail
––

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

Why choose this provider?

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.

Reputation:

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.
5.0
Facebook
5.0 / 5 (7)
Google
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Reputation:

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.
5.0
Google
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Reputation:

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.
4.9

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
2.5
Responsiveness
Friendliness
Helpfulness
––
Detail
––

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

Why choose this provider?

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.

Reputation:

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.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.5
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Reputation:

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.
5.0
Facebook
5.0 / 5 (7)
Google
5.0 / 5 (1)

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

Why choose this provider?

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.

Reputation:

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.
4.6
Facebook
4.4 / 5 (21)
Google
5.0 / 5 (8)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Reputation:

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.
5.0
Google
5.0 / 5 (4)
Facebook
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

FAQs

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • What are the different types of financial portfolios in Edmond?

    There are three types of financial portfolios in Edmond — aggressive, moderate, and conservative portfolios. These are used when managing funds and may affect revenue generation. Aggressive portfolios provide the highest return possible and have the potential profit in the long run if handled correctly. Moderate portfolios have a balance of risk and return. Its portfolio administration is set for long-term growth with minor short-term losses. Conservative portfolios preserve the existing income stream while having lower profit generation.

  • How can you assess the value of an Edmond estate?

    You can assess the value of an estate in Edmond by gathering all financial statements as of the date of calculation. The entire value should be calculated in the estate if an account is owned individually. If the account is owned jointly, 50% of the value should be included. You should also set a specific date for the valuation and determine the assets included in the estate.

  • When should you consider buying long-term care insurance in Edmond?

    You should consider buying long-term care insurance in Edmond if you have many assets or good income and can pay the insurance premiums even if there is a possible increase in the payment. You should also obtain long-term care insurance if you do not want to depend on the support of other people.

  • Is it possible to fund your investor account in Edmond?

    Yes, you may fund your investor account in Edmond. To fund your account, you can combine funds from different accounts to reach $500 and transfer cash from any external checking or savings account. You may also transfer assets from an existing investment account, including Inherited Traditional and Roth IRA, 401(k), and 457(b).

  • In Edmond, are there tax consequences for transferring an existing brokerage or investment account?

    Possibly. Tax consequences in Edmond depend on how you transferred an existing brokerage or investment account. Depending on your asset allocation, any holdings that do not match the funds will be reinvested and liquidated. Liquidating your assets can lead to short-term or long-term gains or losses that might affect your taxes.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.