Arrow Investment Management LLC, established in 2018 and based in Oklahoma City, is a fee-only financial planning firm dedicated to offering personalized, low-fee wealth management services. Founded by Jesse Carlucci, Ph.D., CFP®, the firm emphasizes a fiduciary commitment to act in clients’ best interests, providing services such as comprehensive financial planning, retirement strategies, and customized investment portfolios.

Their mission is to offer modern, transparent financial solutions that are accessible to a broad clientele, moving away from the impersonal and fee-laden services often associated with traditional financial institutions.