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Finding the right financial advisor can make a significant difference in reaching your financial goals. Whether you’re preparing for retirement, building your investment portfolio, or handling business-related finances, Oklahoma is home to a wide selection of firms equipped to meet your unique needs. To help you get started, we’ve assembled a list of 10 financial advisors in Oklahoma, recognized for their professional insight, customized guidance, and trusted reputations.
Arrow Investment Management LLC
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.
Website: https://arrowinvestmentmanagement.com/about
Phone: 14055098198
Email: custservice@arrowinvestmentmanagement.com
Address: 3030 NW Expressway Ste 200 # 421
Amanda Hoffman – D.A. Davidson & Co.
Amanda Hoffman serves as a financial advisor with D.A. Davidson & Co. in Oklahoma City, Oklahoma. She offers comprehensive financial planning services, including investment management, retirement planning, and estate planning. Her approach focuses on creating disciplined, integrated strategies tailored to each client’s unique financial objectives.
Website: http://amandahoffman.dadavidsonfa.com/
Phone: 14053846167
Email: ahoffman@dadco.com
Address: 1601 Northwest Expy Suite 1105
Advisory Group
G. DeWayne McAnally, LLC, known as The Advisory Group, has been serving Oklahomans since 1978, providing comprehensive financial services including investment management, estate planning, and retirement strategies. Led by G. DeWayne McAnally, CFP®, Grant R. Milner, CFA®, and Jenna R. McAlister, AAMS®, the firm emphasizes a personalized approach to financial planning.
Website: http://www.gdmcanally.com/
Phone: 14057281649
Email: grant@gdmcanally.com
Address: 5909 Northwest Expy Suite 165
Advance Financial Lighthouse Inc.
Financial Lighthouse, based in Oklahoma City, offers comprehensive financial planning and wealth management services, including investment management, risk management, and estate planning strategies. Led by Kathy Williams, RFC®, the firm emphasizes personalized guidance to help clients achieve financial resilience and independence.
Website: http://www.financiallighthouse.net/
Phone: 14058432380
Email: katyb@financiallighthouse.net
Address: 4334 Northwest Expy Suite #268
Access Financial Resources Inc
AFR Advice is a financial advisory firm dedicated to providing personalized wealth management and investment solutions for individuals, families, and businesses. Their website,highlights their expertise in areas such as retirement planning, estate planning, tax strategies, and portfolio management.
Website: http://www.afradvice.com/
Phone: 14058489826
Email: jeff@afradvice.com
Address: 3621 NW 63rd St A1
Windle Wealth
Windle Wealth delivers comprehensive financial planning services with expertise in tax reduction strategies. Their investment management approach emphasizes after-tax returns and long-term wealth preservation. Clients benefit from coordinated solutions that address investments, taxes, and retirement planning simultaneously.
Website: https://windlewealth.com/
Phone: 14052615202
Email: jade@windlewealth.com
Address: 5740 NW 132nd St Oklahoma City OK 73142
Westside Investment Management Inc.
WMG Oklahoma provides tailored wealth solutions for individuals and businesses throughout Oklahoma. Their services focus on retirement planning, estate strategies, and investment advisory for local clients. Clients benefit from personalized advice attuned to regional economic conditions and opportunities.
Website: https://www.westsideim.com/
Phone: 14052863623
Email: madison@westsideim.com
Address: 10900 Hefner Pointe Dr Suite 502 Oklahoma City OK 73120
Wealth Management Group LLC
WMG Oklahoma provides tailored wealth solutions for individuals and businesses throughout Oklahoma. Their services focus on retirement planning, estate strategies, and investment advisory for local clients. Clients benefit from personalized advice attuned to regional economic conditions and opportunities.
Website: http://www.wmgok.com/
Phone: 14059431001
Email: mglover@wealthmgmtgroup.com
Address: 2629 W I 44 Service Rd #100 Oklahoma City OK 73112
WatersEdge Advisors and Ministry Services
Waters Edge Advisors delivers comprehensive wealth management services for high-net-worth individuals and families. They specialize in creating tax-efficient investment strategies and sophisticated retirement planning solutions. Their holistic approach integrates investment management, estate planning, and philanthropic strategies.
Website: https://www.watersedge.com/
Phone: 18009499988
Email: communications@bfok.org
Address: 3800 N May Ave Oklahoma City OK 73112
Vista Investment Partners LLC
Vista Investment Partners LLC, located in Oklahoma City, Oklahoma, specializes in investment management and financial planning. Their team offers tailored strategies to help clients grow and protect their wealth. Visit vistainvestment.com for more details.
Website: https://vistainvestment.com/home
Phone: 14056085390
Email: ronald.richardson@vistainvestment.com
Address: 5601 N Classen Blvd Suite 101 Oklahoma City OK 73118
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