Find financial planners in Oklahoma City

Within the investment advisory industry, it is sometimes said that there are two types of advisers: an asset gatherer and an asset manager. Asset gatherers sell stuff and move on to the next sale. Their primary focus is on signing new clients and putting them into a basket of mutual funds. Asset gathers often only meet with clients annually. On the

Preserve Wealth Oklahoma was founded with the goal of assisting our clients in every aspect of their financial lives. We've provided the most comprehensive and personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to create financial stability and security to provide financial independence