Find wealth managers in Oklahoma City

Who is Align? Align is an independent fiduciary wealth management firm that helps successful people like you keep and grow your wealth. Our process combines decades of financial science with customized financial planning. We strive to deliver peace of mind by helping you make the most of your one financial life. In these challenging economic times

Our team of Certified Financial Planners have more than 50 years of combined experience in financial management and estate planning. Hughes Warren, Inc. is an independent registered investment advisor and fee-only financial planning firm. Working with individuals, families and small businesses, we believe our clients deserve personal detailed attention

Our mission is simple yet powerful: We are collectively focused on providing comprehensive, customized, objective financial planning and wealth management advice. Our clients span across the country, throughout industries and across generations, from retirees to high-ranking corporate executives, from medical professionals to business owners, licensed

Our mission is to recognize the values and concerns of each client, then provide solutions that are most appropriate for each unique situation. We seek to bring confidence, financial independence and freedom through an ongoing relationship of continual dialogue and updated solutions which are dictated by family dynamics, life events and evolving financial

Throughout the years, we will help you and your family develop and pursue your long- and short-term financial goals. We tailor investments to defend your principal and income while keeping a sharp eye on tax savings. The gift of spending my childhood in Western Oklahoma gave me a firm foundation of principles, as well as a strong work ethic. My faith

My first priority is helping you take care of yourself and your family. I want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success. The SECURE Act changed how investment

Using this number, our advisors are able to create a customized portfolio for your investment needs. Financial planning is a process that can help you reach your financial goals by evaluating your whole financial picture. The Consolidated Appropriations Act, 2021, included several provisions affecting financial aid and education. Some businesses are

Valuable assets will convey directly to beneficiaries, regardless of instructions in a will. See how an executive order to curb excessive consolidation of industry might affect consumers, small businesses, investors, and the economy. Do you know the key factors to consider if offered an option to take a lump sum in lieu of a pension? Read this article

Tactical allocation may involve more frequent buying and selling of assets and will tend to generate higher transaction cost. You deserve a holistic financial roadmap. Only CERTIFIED FINANCIAL PLANNER professionals are rigorously trained in 72 areas of financial expertise and must accrue thousands of hours of experience prior to earning their certification

As an independent investment management firm we provide Wealth Consultation Services, including comprehensive financial planning and investment management to retirees, executives, successful professionals, and business owners. As an independent firm, we have access to a wide range of unbiased financial strategies and services to help ensure that your