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License Verified:
License: 169576
Investment Adviser Public Disclosure Database, SEC
- Alternative Investments
- Private Foundation Management
- Private Wealth Advisor
- Equity Compensation Planning
- Business Exit Planning
- Tax Planning
- Investment Management
- Charitable Giving Strategies
- Trust and Estate Planning
Why choose this provider?
Venturi Private Wealth serves clients in and around Oklahoma City. The independent wealth management firm assists corporate executives, business owners, and wealthy families in capitalizing and navigating the complexities of significant wealth. Since 2015, it has been offering alternative investments, equity compensation planning, and private foundation management. Its financial planners handle the customized financial planning strategy creation planning, which involves establishing priorities, recommending investment structure, and crafting timelines. Venturi Private Wealth has been featured in Forbes, Austin Business Journal, and The Financial Times.
License Verified:
License: 169576
Investment Adviser Public Disclosure Database, SEC
Reputation:
We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.1
- 4.1 / 5 (9)
Professionalism:
We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
- Responsiveness
- Friendliness
- Helpfulness
- Detail
Price: Schedule A Call
- $2.5M minimum investment
(848) 266-5776
848-BookPro
Why choose this provider?
Need help contacting a Private Wealth Adivsor in Oklahoma City? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.
Professionalism:
We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
- Responsiveness
- Friendliness
- Helpfulness
- Detail
Price: Free booking service | Call 848.Book.Pro!
License Verified:
License: 7461
Investment Adviser Public Disclosure Database, SEC
Why choose this provider?
Capital Asset Management, Inc., is a financial advisory firm that has locations in Oklahoma City and Tulsa. It helps people improve their personal finances and manage their wealth and investments for the future. Since its inception in 1986, the firm has worked with hundreds of clients on a one-on-one basis and helped them achieve their individual goals. Its founder and owner, Douglas Oliver, is the recipient of the Forbes Best in State Wealth Advisor 2022 Award.
License Verified:
License: 7461
Investment Adviser Public Disclosure Database, SEC
Professionalism:
We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
- Responsiveness
- Friendliness
- Helpfulness
- Detail
License Verified:
License: 5805974
Investment Adviser Public Disclosure Database, SEC
Why choose this provider?
Financial Advisory Services, Inc., is an independent Registered Investment Advisory firm that has been serving the residents of Oklahoma City since 1983. Its team of consultants helps young and mid-career professionals, as well as retirees, grow their wealth by constantly monitoring and managing their investment portfolios. Additionally, they determine their clients' financial needs and goals and develop plans around those. The company's financial advisors have more than 60 years of combined experience in the industry.
License Verified:
License: 5805974
Investment Adviser Public Disclosure Database, SEC
Professionalism:
We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
- Responsiveness
- Friendliness
- Helpfulness
- Detail
License Verified:
License: 863328
Investment Adviser Public Disclosure Database, SEC
Why choose this provider?
Wealth Management Group, LLC, is an Oklahoma City-based firm that caters to clients across the area. It works with individuals looking to build, preserve, and distribute their wealth. It advises them on multiple matters like spousal IRAs, Treasury Inflation-Protected Securities, and tax-deferred savings plans. It also addresses a client's concerns regarding Chickasaw 401ks. One of the firm's advisors, Joe Vahlberg, is a Certified Financial Planner with an MBA. Vahlberg has worked in the industry for over seven years.
License Verified:
License: 863328
Investment Adviser Public Disclosure Database, SEC
License Verified:
License: 5810858
Investment Adviser Public Disclosure Database, SEC
Why choose this provider?
Redstone Wealth Management works with residents in and around Oklahoma City. It helps families and individuals plan their futures through its risk management solutions. The firm conducts consultations to evaluate clients' assets, such as real estate properties, financial accounts, and investments. Its team performs education and retirement planning, tax strategy creation, periodic evaluation, and gap analysis, including asset allocation, risk tolerance, saving planning, and cash flow management. President Lee Cantrell is an Accredited Investment Fiduciary.
License Verified:
License: 5810858
Investment Adviser Public Disclosure Database, SEC
License Verified:
License: 5530195
Investment Adviser Public Disclosure Database, SEC
Why choose this provider?
Providence Financial Group serves clients in the Oklahoma City area. The firm takes a comprehensive approach to assisting individuals and families with their financial goals. It develops plans that allow clients to plan their retirement and reduce the impact of long-term care. The Providence Financial Group team has more than 125 years of combined industry experience. Jared Best, one of its members, previously worked as a Market Director at Waddell & Reed, an asset management firm.
License Verified:
License: 5530195
Investment Adviser Public Disclosure Database, SEC
License Verified:
License: 1220492
Investment Adviser Public Disclosure Database, SEC
Why choose this provider?
Rimmer Retirement Advisors has been assisting the people of Oklahoma City and nearby areas since 1984. It serves the personal wealth management needs of clients, helping them improve their finances and secure the future of their families. Its team works to match clients' wealth with their values in different areas of financial planning, such as taxes, education funds, retirement, insurance, estate, and investments. The firm's advisors have more than 40 years of investment experience for multi-generational families.
License Verified:
License: 1220492
Investment Adviser Public Disclosure Database, SEC
Professionalism:
We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
- Responsiveness
- Friendliness
- Helpfulness
- Detail
- ––
License Verified:
License: 309192
Investment Adviser Public Disclosure Database, SEC
Why choose this provider?
Adaptation Financial works with families and individuals in and around Oklahoma City. Since 2013, it has been helping people manage their investments and assets through its private wealth solutions. The firm handles matters involving estate conservation and equalization, special needs planning, education funding, and will and trust administration. Its team also offers life insurance, including term, whole, variable, universal, and joint or survivor policies. Founder and CEO Alan Niemann has over 35 years of industry experience.
License Verified:
License: 309192
Investment Adviser Public Disclosure Database, SEC
Professionalism:
We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
- Responsiveness
- Friendliness
- Helpfulness
- Detail
License Verified:
License: 292627
Investment Adviser Public Disclosure Database, SEC
Why choose this provider?
Credent Wealth Management caters to clients in Oklahoma City and the surrounding areas. It helps people achieve financial freedom and secure their future by creating customized written plans for wealth, assets, investments, estate, charitable giving, and business succession. Its advisors help clients navigate complex financial matters and guide them toward their specific goals. The firm's professionals have more than 150 years of combined financial experience. Credent Wealth Management has been providing services for more than two decades.
License Verified:
License: 292627
Investment Adviser Public Disclosure Database, SEC
Professionalism:
We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
- Responsiveness
- Friendliness
- Helpfulness
- Detail
License Verified:
License: 141413
Investment Adviser Public Disclosure Database, SEC
Why choose this provider?
Gorton Financial is an Oklahoma City-based firm that serves clients throughout the metro. It helps them build wealth through various solutions, including tax planning and portfolio management. It adjusts a client's investment strategy during major life events, including divorce and job loss. The firm has been featured on a wide range of media outlets, from Yahoo! Finance to MarketWatch. One of its advisors, Jeff Gorton, is the author of "Buying Time: A Financial Planner Reveals the Secret to a Secure and Fulfilling Retirement."
License Verified:
License: 141413
Investment Adviser Public Disclosure Database, SEC
License Verified:
License: 1986884
Investment Adviser Public Disclosure Database, SEC
Why choose this provider?
CUE Financial of Oklahoma serves clients across Oklahoma City. The firm advises individuals looking to incorporate tax planning and investment management strategies into their financial plans. It guides clients on the differences between assets like stocks, mutual fund accounts, IRAs, and bonds. The team also sets up savings accounts to help individuals achieve homeownership. One of its advisors, Allan Booher, has a graduate degree in finance and has been in the industry for more than 20 years. He is also a CPA.
License Verified:
License: 1986884
Investment Adviser Public Disclosure Database, SEC
Professionalism:
We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
- Responsiveness
- Friendliness
- Helpfulness
- Detail
License Verified:
License: 131482
Investment Adviser Public Disclosure Database, SEC
Why choose this provider?
Align Wealth Management works with clients in Oklahoma City. The firm employs evidence-based investing techniques backed by academic research to assist high-net-worth individuals over the age of 50 in minimizing liabilities and maximizing returns. It has prior experience guiding them through the process of executing IRA rollovers. Founder Brian Puckett is a triple board-certified financial advisor, attorney, CPA, and Certified Financial Planner. He is a member of the American Association of Attorney-Certified Public Accountants and the Financial Planning Association.
License Verified:
License: 131482
Investment Adviser Public Disclosure Database, SEC
Professionalism:
We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
- Responsiveness
- Friendliness
- Helpfulness
- Detail
License Verified:
License: 159367
Investment Adviser Public Disclosure Database, SEC
Why choose this provider?
Servo Wealth Management is an independent RIA firm that serves clients in and around Oklahoma City. It assists individuals and families in achieving long-term financial goals such as a consistent stream of income, a secure retirement, and a healthy level of financial legacy. It also serves clients who wish to leave a financial legacy for heirs or other beneficiaries during and after their lives. Eric Nelson, a Chartered Financial Analyst, founded the firm in 2012.
License Verified:
License: 159367
Investment Adviser Public Disclosure Database, SEC
Professionalism:
We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
2.5
- Responsiveness
- Friendliness
- Helpfulness
- ––
- Detail
- ––
License Verified:
License: 134139
Investment Adviser Public Disclosure Database, SEC
Why choose this provider?
M Advisor is a financial planning firm based in Oklahoma City, serving clients in the area. The company caters to medical professionals and business owners planning for retirement, estate, business partnerships, and investments. Additionally, it works with dental students and medical residents in managing their debts and student loans. The agency also has proprietary software where people can access their financial progress. M Advisor's co-founder, Paul Morton, is a certified financial planner and a chartered financial consultant.
License Verified:
License: 134139
Investment Adviser Public Disclosure Database, SEC
License Verified:
License: 5784283
Investment Adviser Public Disclosure Database, SEC
Why choose this provider?
Distinct Wealth Management assists clients in organizing their finances by taking an active role in private wealth advisory. The firm concentrates on financial, retirement, and insurance planning. Its advisors help civilians acquire and manage investment portfolios, as well as those in need of gifting strategies. Yolie Kernes, a partner at the agency, has been in the industry for over a decade. She and her team cater to individuals and families of diverse backgrounds in Oklahoma City.
License Verified:
License: 5784283
Investment Adviser Public Disclosure Database, SEC
License Verified:
License: 118511
Investment Adviser Public Disclosure Database, SEC
Why choose this provider?
G. DeWayne McAnally is a financial advisory firm serving Oklahoma City. It provides wealth management and financial planning solutions for those looking to manage their assets or plan for the future. Its advisors help clients navigate the complicated financial planning process for their specific goals, such as allocating funds for education and investments, managing estate and taxes, and preparing for retirement. DeWayne McAnally, the company's president, is a CFP with over four decades of experience in financial advisory.
License Verified:
License: 118511
Investment Adviser Public Disclosure Database, SEC
Professionalism:
We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.3
- Responsiveness
- Friendliness
- Helpfulness
- Detail
- ––
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