Finding the right financial advisor can have a major impact on your long-term financial goals. Whether you’re growing your assets, preparing for retirement, or making important financial decisions, the right advisor can provide the clarity and confidence you need to move forward.

If you’re in Tulsa and seeking expert financial guidance, here are some trusted advisory firms known for their personalized service and deep understanding of the local financial landscape.

1. Wilson Investment & Estate

Located in Tulsa, Oklahoma, Wilson Investment Consultants, LLC specializes in estate and financial planning services tailored for clients throughout the Southwestern United States. With a core belief that “If you manage the risk first, the gains will take care of themselves,” the firm offers a range of services including investment management, tax planning, and client education. Their approach is deeply rooted in the academic principles of renowned institutions such as the University of Chicago and the Wharton School of Finance, ensuring clients receive strategies backed by proven research. To learn more about their offerings or to arrange a consultation, visit wilsoninvestment.com.

2. Wealth Advisors Llc

Based in Tulsa, Oklahoma, Wealth Advisors, LLC is a premier registered investment advisory firm dedicated to crafting customized wealth management solutions. With a legacy spanning over a quarter-century, the firm specializes in portfolio design, investment management, and holistic financial planning. Under the leadership of John W. Day, a Certified Investment Management Analyst, Wealth Advisors, LLC prides itself on fostering long-term, meaningful relationships with clients. Operating on a fee-only basis, the firm provides objective, client-focused advice aimed at safeguarding and enhancing wealth for future generations.

3. Wingate Capital Advisors LLC

​Wingate Capital Advisors LLC is a dedicated investment advisory firm committed to delivering personalized financial solutions for individuals and businesses. Based at 8143 E. 11th Street, Tulsa, OK 74112, the firm specializes in crafting original portfolios tailored to meet specific client goals and objectives. With a focus on integrity and respect, their experienced team offers services including portfolio management and pension consulting, ensuring that each financial strategy aligns with the client’s unique needs. As a state-registered investment adviser in Oklahoma, Wingate Capital Advisors upholds the highest standards of compliance and client service. For more information or to schedule a consultation, visit wingatellc.com.​

Services: Portfolio Management, Pension Consulting
Address: 8143 E. 11th Street, Tulsa, OK 74112
Phone: 918-895-4957
Website: wingatellc.com
Contact: s.horey@wingatellc.com

4. Retirement Benefits Advisors

​Retirement Benefit Advisors, LLC is a dedicated financial planning firm based in Sand Springs, Oklahoma, specializing in guiding clients toward financial independence through comprehensive retirement planning. Their team offers personalized strategies in wealth management, investment oversight, estate planning, and insurance solutions, all tailored to align with clients’ unique retirement goals. Committed to a client-centered approach, they emphasize trust, honesty, and integrity, ensuring that each financial plan reflects the individual’s aspirations and needs. With a focus on educating clients and simplifying complex financial concepts, Retirement Benefit Advisors aims to provide clarity and confidence for those preparing for retirement. For more information or to schedule a consultation, visit their website at yourrba.com.

Services: Retirement Planning, Investment Management, Estate Planning, Insurance Strategies​

Address: 212 North Main Street, Suite 201, Sand Springs, OK 74063​

Phone: 918-245-4012​

Website: yourrba.com​

Contact: sbowlds@yourrba.com

5. Northstar Wealth Management LLC

At Northstar Wealth Management, the focus is on providing personalized financial solutions that align with clients’ aspirations and risk tolerance. The firm’s holistic approach encompasses various aspects of financial planning, such as retirement, estate, investment, insurance, tax, money management, and lifestyle planning. By fostering thoughtful client relationships and utilizing years of experience, Northstar Wealth Management aims to guide clients through complex financial landscapes, ensuring they are well-prepared for the future. To learn more about their services or to get in touch with their team, visit northstarwm.com or call 918-508-2834.

6. Financial Design Group

Financial Design Group is a Tulsa-based financial services firm committed to helping individuals, families, and business owners create and implement personalized strategies to build, manage, and preserve their wealth. With a client-first approach, the firm delivers comprehensive financial planning and investment advisory services tailored to each client’s unique goals, risk tolerance, and life stage.

7. Prospera Financial Services

Prospera Financial Services, led by seasoned professionals Dennis J. Foegen, AAMS®, CFP®, and Wes Shindler, offers personalized financial planning and investment guidance. With over 25 years of experience, Dennis focuses on understanding each client’s unique needs to help them achieve their financial aspirations, including retirement and estate planning. Wes brings 30 years of industry expertise, having served both as an advisor and in supervisory roles, ensuring clients receive precise and heartfelt financial advice. Located at 2124 N 33rd West Avenue, Tulsa, OK 74127, Prospera Financial Services is committed to building lasting relationships and empowering clients to make informed financial decisions. Contact them at dennis.foegen@prosperafinancial.com or wes.shindler@prosperafinancial.com.

8. KQ Wealth Management

KQ Wealth Management is a Tulsa-based independent financial services firm committed to assisting individuals and families in navigating their financial journeys. Situated at 1924 S Utica Ave, Suite 710, Tulsa, OK 74104, the firm offers a comprehensive suite of services, including investment management, retirement planning, estate planning, and tax strategies. Their team of seasoned advisors collaborates closely with clients to develop personalized financial plans that adapt to life’s various milestones. By integrating WealthVision℠ Management, KQ Wealth Management provides clients with a secure, consolidated view of their financial landscape, ensuring informed decision-making aligned with long-term objectives. Dedicated to a client-first philosophy, the firm strives to foster financial clarity and confidence. For more information or to schedule a consultation, visit kqwealthmanagement.com.​

9. Liberty Realty Capital Group

Liberty Realty Capital Group, headquartered at 1611 S. Utica Avenue, Suite 102, Tulsa, OK 74104, is a distinguished commercial mortgage brokerage specializing in financing diverse commercial property types. With over 20 years of industry experience, the firm offers a comprehensive suite of services, including permanent loans, construction loans, multifamily financing, and mezzanine or bridge loans. They cater to both investor-owned and owner-occupied properties, arranging loans ranging from $250,000 to $50,000,000. While their primary focus is on the Oklahoma and Northwest Arkansas markets, Liberty Realty Capital Group also sources commercial loans nationwide. As a Native American-owned business, they pride themselves on their unique heritage and commitment to excellence.

10. Utica Capital: Youell Jimmy

Utica Capital is a full-service financial firm committed to helping individuals and business owners pursue their financial goals. With over 40 years of experience, their team of advisors offers a wide range of financial products and services, including retirement and income planning, wealth preservation strategies, family wealth transfer, and life and disability insurance. Located at 2100 South Utica Avenue, Suite 300, Tulsa, OK 74114, Utica Capital is dedicated to providing sound, trustworthy advice to clients in Tulsa and surrounding communities. For more information or to schedule a consultation, visit uticap.com.​

• Services: Retirement and Income Planning, Wealth Preservation Strategies, Family Wealth Transfer, Life and Disability Insurance​
• Address: 2100 South Utica Avenue, Suite 300, Tulsa, OK 74114
• Phone: (918) 744-9215
• Website: uticap.com​

Email: Aaron@uticap.com​