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Best Financial Advisors in Tulsa

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ACT Financial Services, Inc. logo

ACT Financial Services, Inc.

4111 South Darlington Avenue, Tulsa, OK 74135
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  • Private Wealth Advisor

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.

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Bridgecreek Investment Management, LLC logo

Bridgecreek Investment Management, LLC

Tulsa, OK 74137
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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.

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Burkholder Wealth Management logo

Burkholder Wealth Management

5014 East 101st Street, Tulsa, OK 74137
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  • Estate Planning
  • Retirement Planning
  • Tax Planning
  • Private Wealth Advisor
  • Chartered Financial Analyst (CFA)
  • Insurance Products

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.

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Cadent Capital Advisors, LLC logo

Cadent Capital Advisors, LLC

4525 East 91st Street, Tulsa, OK 74137
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  • Estate Planning
  • Tax Planning

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.

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Compass Pointe Financial LLC logo

Compass Pointe Financial LLC

Tulsa, OK 74137
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Compass Pointe Financial is a family-owned financial advisory firm with offices in Tulsa, Bartlesville, Ponca, and Houston. They believe in helping their clients achieve financial security and success personalized to each client’s values and goals. The financial advisors create step-by-step strategies for college savings, investment portfolios, retirement plans, and estate management.

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Financial Planning Resources logo

Financial Planning Resources

2250 East 73rd Street, Tulsa, OK 74136
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  • Retirement Planning
  • Insurance Products

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.

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First Mate Financial Advisors LLC logo

First Mate Financial Advisors LLC

Tulsa, OK 74119
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First Mate Financial Advisors is a financial advisory firm run by chief executive officer and founder Jeri Barrientos. With years of experience in family business and six years working directly as a financial advisor, Ms. Barrientos aims to help clients in the Tulsa area with providing retirement planning, investment management, and estate planning services.

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First State Investment Advisors logo

First State Investment Advisors

8801 South Yale Avenue, Tulsa, OK 74137
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  • Estate and Trust Specialist
  • Retirement Planning
  • Tax Planning

First State Investment Advisors provides investment and asset management services to individuals in the Tulsa area. With over 123 combined years of experience, the team has developed a Gold Chip investment philosophy that tailors a client’s portfolio to their individual preferences. Their services also include retirement planning, non-profit asset management, and trust and estate management. President and chairman of the board Sid Shupack established the firm in 1971, years after starting his career in the financial advisory field in 1959.

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Gibraltar logo

Gibraltar

7304 South Yale Avenue, Tulsa, OK 74136
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  • Estate Planning
  • Certified Financial Planner (CFP)
  • Tax Preparation
  • Tax Planning

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.

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Investment Designers of Tulsa, Inc logo

Investment Designers of Tulsa, Inc

3314 East 51st Street, Tulsa, OK 74135
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  • Certified Financial Planner (CFP)

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.

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J M Brown Financial Partners logo

J M Brown Financial Partners

7060 South Yale Avenue, Tulsa, OK 74136
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  • Certified Financial Planner (CFP)
  • Retirement Planning

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.

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Orvis & Wadkins Financial Advisors, LLC logo

Orvis & Wadkins Financial Advisors, LLC

6666 South Sheridan Road, Tulsa, OK 74133
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  • Insurance Products

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.

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Pinnacle Investment Advisors logo

Pinnacle Investment Advisors

233 South Detroit Avenue, Tulsa, OK 74120
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  • Certified Financial Planner (CFP)

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.

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Regent Financial Services logo

Regent Financial Services

7134 South Yale Avenue, Tulsa, OK 74136
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  • Certified Financial Planner (CFP)

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.

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SageOak Financial logo

SageOak Financial

6964 South 69th East Avenue, Tulsa, OK 74133
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  • Estate Planning
  • Certified Financial Planner (CFP)
  • Private Wealth Advisor

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.

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Seasons Financial Group logo

Seasons Financial Group

6964 South 69th East Avenue, Tulsa, OK 74133
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  • Insurance Products
  • Tax Planning

Seasons Financial Group offers sound financial solutions across every stage of a person's life, including retirement planning. Clients receive customized investment and asset management strategies based on their long-term financial goals. The firm offers advice on matters such as insurance coverages and investments, managing debts, and managing retirement spending. For more than 25 years, its president and managing partner Stan Ricker has guided families in Tulsa and the rest of the state who are struggling with financial worry.

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Stolper Asset Management logo

Stolper Asset Management

1924 South Utica Avenue, Suite 805, Tulsa, OK 74104
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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.

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The Legacy Financial Group, Inc. logo

The Legacy Financial Group, Inc.

2508 East 21st Street, Tulsa, OK 74114
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  • Estate Planning
  • Retirement Planning
  • Insurance Products
  • Tax Planning
  • Certified Financial Planner (CFP)
  • Private Wealth Advisor

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.

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Tulsa Wealth Advisors logo

Tulsa Wealth Advisors

1375 East 71st Street, Tulsa, OK 74136
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  • Estate Planning
  • Certified Financial Planner (CFP)

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."

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Union Financial Advisors, LLC logo

Union Financial Advisors, LLC

6140 South 104th East Avenue, Tulsa, OK 74133
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  • Private Wealth Advisor

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.

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Warburton Capital Management, LLC logo

Warburton Capital Management, LLC

Tulsa, OK 74103
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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.

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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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