Best Financial Advisors in Norman

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.

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.

Sigmon 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.

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.