Find wealth managers in Edmond

Through active strategies, empowering education, and comprehensive planning, we partner with our clients in progression towards financial goals. You have comprehensive investment choices because we are independent financial advisors. Your portfolio will include investment types and products suited to your specific financial plan and goals. We partner

Trajan Wealth and its associates believe in diversified portfolios that focus on capital preservation, growth, and low-cost investment options. We build and monitor individual portfolios customized to help clients achieve their financial goals. No two retirement plans are the same. That's why we offer guidance on an array of financial objectives, including

I serve my clients with hospitality, empathy, and confidentiality. Open, honest conversations establish a freedom to discover what financial excellence truly means to each client. Christi also holds the Retirement Income Certified Professional (RICP) designation. Her B.S. is in Dental Hygiene, which she practiced for 20 years in four states. She serves