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Best Financial Advisors in Norman

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Clinton Wealth Management logo

Clinton Wealth Management

1011 24th Avenue Northwest, Norman, OK 73069
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  • Estate Planning
  • Retirement Planning
  • Tax Planning

Clinton Wealth Management is a firm that offers financial planning and investment management for individuals in Norman and its surrounding areas. The company's investment management involves goal discovery, risk assessment, investment policy statement proposal, investment strategy implementation, and performance reporting. For its financial planning service, the firm creates a customized plan based on the clients' needs and goals. Other services include tax, business, and estate planning. Clinton Wealth Management's founder, Robert Clinton, has more than 35 years of experience in the financial planning industry.

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Diversified Wealth Management logo

Diversified Wealth Management

2720 Washington Drive, Norman, OK 73069
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  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Planning

Diversified Wealth Management is a family-owned financial advisory company that serves retirees, professionals, and business owners in Norman. It offers financial planning, estate planning, retirement planning, business succession planning, and college planning. Its staff also assists with insurance and investment management. It takes a holistic approach to wealth management, implementing solutions that match the clients' financial goals and unique family situations. Managing director Kenny Divelbiss is a Life Underwriting Training Council Fellow and a Chartered Advisor in Philanthropy.

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Partners In Planning logo

Partners In Planning

3311 West Rock Creek Road, Norman, OK 73072
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  • Certified Financial Planner (CFP)
  • Retirement Planning

Partners In Planning is a team of financial advisors serving Norman and the nearby metros. This company offers services like cash flow budgeting and estate planning. Its team also provides insurance planning services for health, disability, and long-term care. Shayne Lester, the CEO of Partners In Planning, started his career in the financial industry in 1997. He then became a Certified Financial Planner in 2005. Lester is a member of the Norman Chamber of Commerce.

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Sandi Hegeman logo

Sandi Hegeman

6800 Park Ten Boulevard, Norman, OK 78213
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  • Estate Planning
  • Certified Financial Planner (CFP)

Sandi Hegeman is a financial advisor from NFA Wealth Management, a company that offers financial planning services. Serving Norman and the surrounding communities, the advisory firm creates a financial planning framework that fits the objectives of its clients. The planning includes investment management and budgeting. Other services from the company are asset protection, business planning, and wealth management. NFA Wealth Management started in 1981 as a business offering insurance and mutual funds until it evolved into a full wealth management company.

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Sigmon Pilkington Wealth Management logo

Sigmon Pilkington Wealth Management

825 Wall Street, Norman, OK 73069
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  • Estate Planning
  • Certified Financial Planner (CFP)
  • Tax Planning

Sigmon Pilkington Wealth Management provides financial advisory to the residents of Norman and nearby areas. It has financial specialists who help clients with wealth accumulation and preservation plans. The company delivers risk management, tax, business, and estate planning options. It provides customized trust services and has partnered with The Private Trust Company, N.A., an affiliate of LPL Financial, to help clients meet their needs. Principal and retirement counselor, Jeff Pilkington, is a member of the Rotary International, American Red Cross, and the American Institute of Banking.

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Vault Wealth logo

Vault Wealth

435 Northwest 23rd Street, Oklahoma City, OK 73103
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  • Retirement Planning

Vault Wealth is a financial advisor that serves the Norman area and its surroundings. It offers integrated financial planning and investment management to its clients and uses a process known as the Vault Wealth System. This system focuses on coordinating the key areas of cash management, wealth planning, risk management, and legacy planning to create a comprehensive financial plan. Its clients include families, entrepreneurs, professionals, and retirees. Vault Wealth’s financial advisors, including its founder Luke Milholland, are Certified Financial Planners.

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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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