Best Financial Advisors in Tulsa

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.

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.

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.

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.

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.

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.

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.

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.

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.

Pinnacle Investment Advisors is a local and independent registered investment advisory firm. It has been serving clients in Tulsa and nearby areas since 1996. As a fiduciary, its team provides full and fair disclosure to its clients about its services, including risk and asset management, tax planning, financial analysis, and investment strategy. The clients can choose from high-yield, intermediate bonds, or small-cap value investment strategies. Pinnacle Investment Advisors is a team of eight diverse financial advisors with over 100 years of combined experience.

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.

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.

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.

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.

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."

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.

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.