Gaddis & Gaddis Wealth Management

We are Oklahoma wealth management professionals for the investor who wants in-depth planning and guidance! You have arrived at our website because you are interested in what financial planning could offer you. You chose Gaddis & Gaddis because you expect something more. We strive to offer you exemplary service because that has been our standard for nearly 25 years.

When the company opened its doors in 1995 as Linsco Private Ledger on Arlington Street in Ada, Oklahoma, it was the city's only financial services practice which was not located on Main Street.

It was a daring move at the time by Founding Partner and Principal Roger Gaddis, who is registered as an investment advisor with Kestra Advisory Services, LLC. but in subsequent years -- as more financial services institutions located in this area of town -- that daring move proved to be something else: independent thinking.In fact, it has been independent thinking that has guided the practice throughout its 25-year history.

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

We believe everyone can benefit from financial planning! Let one of our Oklahoma investment consultants get you started on your road to long-term wealth management! You will want a written financial plan. This goes hand-in-hand with your financial road map. We use the map to lay out your long-term financial plan.

The Gaddis & Gaddis Wealth Management PRIME 360 Process (G&G PRIME 360) is a comprehensive finanical management system based on our long-term, successful industry experience, access to industry leading applications and the independent advisory services to help ensure performance-based choices in client portfolio development and management.