{"id":18272,"date":"2025-04-11T16:47:51","date_gmt":"2025-04-11T16:47:51","guid":{"rendered":"https:\/\/pillarwm.com\/financial-advisors\/?page_id=18272"},"modified":"2025-10-25T06:40:37","modified_gmt":"2025-10-25T06:40:37","slug":"oklahoma-to-consider","status":"publish","type":"page","link":"https:\/\/pillarwm.com\/financial-advisors\/oklahoma-to-consider\/","title":{"rendered":"Financial Advisors in Oklahoma To Consider"},"content":{"rendered":"\n<div class=\"gb-element-b5b2d16e\">\n<div><!-- HFCM by 99 Robots - Snippet # 4: Dynamic TOC -->\n<div class=\"toc-sidebar\" id=\"toc\">\r\n  <div class=\"toc-title\" onclick=\"toggleTOC()\">\r\n    Table of Content\r\n    <span class=\"toc-toggle-icon\">\u25bc<\/span>\r\n  <\/div>\r\n  <nav class=\"toc-nav\" id=\"toc-nav\"><\/nav>\r\n<\/div>\r\n\r\n\r\n<style>\r\n\/* TOC Sidebar *\/\r\n.toc-sidebar {\r\n  position: sticky;\r\n  top: 100px;\r\n  background: #fff;\r\n  border-left: 4px solid #0073aa;\r\n  padding: 15px;\r\n  font-family: 'Segoe UI', sans-serif;\r\n  font-size: 14px;\r\n  border-radius: 8px;\r\n  box-shadow: 0 2px 10px rgba(0, 0, 0, 0.08);\r\n  max-height: 80vh;\r\n  overflow-y: auto;\r\n  transition: all 0.3s ease;\r\n}\r\n.toc-sidebar {\r\n  position: sticky;\r\n  top: 100px; \/* Distance from top of viewport *\/\r\n  background: #fff;\r\n  border-left: 4px solid #0073aa;\r\n  padding: 15px;\r\n  font-family: 'Segoe UI', sans-serif;\r\n  font-size: 14px;\r\n  border-radius: 8px;\r\n  box-shadow: 0 2px 10px rgba(0, 0, 0, 0.08);\r\n  max-height: calc(100vh - 120px);\r\n  overflow-y: auto;\r\n  transition: all 0.3s ease;\r\n}\r\n\r\n\/* TOC title *\/\r\n.toc-title {\r\n  font-weight: bold;\r\n  font-size: 16px;\r\n  margin-bottom: 10px;\r\n  display: flex;\r\n  justify-content: space-between;\r\n  align-items: center;\r\n  cursor: pointer;\r\n}\r\n\r\n\/* Toggle icon *\/\r\n.toc-toggle-icon {\r\n  font-size: 14px;\r\n  transition: transform 0.3s ease;\r\n}\r\n\r\n.toc-collapsed .toc-toggle-icon {\r\n  transform: rotate(-90deg);\r\n}\r\n\r\n\/* Collapse behavior *\/\r\n.toc-collapsed #toc-nav {\r\n  max-height: 0;\r\n  opacity: 0;\r\n  overflow: hidden;\r\n  transition: max-height 0.3s ease, opacity 0.3s ease;\r\n}\r\n\r\n#toc-nav {\r\n  max-height: 1000px;\r\n  transition: max-height 0.3s ease, opacity 0.3s ease;\r\n}\r\n\r\n\/* TOC links *\/\r\n.toc-nav a {\r\n  display: block;\r\n  margin-bottom: 6px;\r\n  color: #333;\r\n  text-decoration: none;\r\n  padding-left: 0;\r\n  transition: all 0.2s ease;\r\n}\r\n\r\n.toc-nav a:hover {\r\n  color: #0073aa;\r\n  padding-left: 5px;\r\n}\r\n\r\n\/* Indented H3 links *\/\r\n.toc-nav a.toc-h3 {\r\n  padding-left: 15px;\r\n  font-size: 13px;\r\n}\r\n\r\n\/* Hide on mobile *\/\r\n@media screen and (max-width: 768px) {\r\n  .toc-sidebar {\r\n    display: none;\r\n  }\r\n}\r\n<\/style>\r\n\r\n\n<!-- \/end HFCM by 99 Robots -->\n\n<\/div>\n\n\n\n<div>\n<figure class=\"wp-block-image size-full\"><img fetchpriority=\"high\" decoding=\"async\" width=\"996\" height=\"664\" src=\"https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/image-23.jpeg\" alt=\"Financial Advisors in Oklahoma To Consider\" class=\"wp-image-18294\" srcset=\"https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/image-23.jpeg 996w, https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/image-23-768x512.jpeg 768w, https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/image-23-600x400.jpeg 600w\" sizes=\"(max-width: 996px) 100vw, 996px\" \/><\/figure>\n\n\n\n<p>Finding the right financial advisor can make a significant difference in reaching your financial goals. Whether you&#8217;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\u2019ve assembled a list of 10 financial advisors in Oklahoma, recognized for their professional insight, customized guidance, and trusted reputations.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Arrow Investment Management LLC<\/h2>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/AD_4nXdC_6efKhB0jgqAgnztzqrUZYFvH3BtOGnaRdbIxYUitaJ3vrV3Dldjs9V9ogEEG7kiKmV-9dWFYKhtCfjTJ3KyR48K41_ZHEqbj3VVoI8gGGlagdHTIaKPHUI4PpULVWAjMAgH.png\" alt=\"Arrow Investment Management LLC\" class=\"wp-image-18300\" srcset=\"https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/AD_4nXdC_6efKhB0jgqAgnztzqrUZYFvH3BtOGnaRdbIxYUitaJ3vrV3Dldjs9V9ogEEG7kiKmV-9dWFYKhtCfjTJ3KyR48K41_ZHEqbj3VVoI8gGGlagdHTIaKPHUI4PpULVWAjMAgH.png 712w, https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/AD_4nXdC_6efKhB0jgqAgnztzqrUZYFvH3BtOGnaRdbIxYUitaJ3vrV3Dldjs9V9ogEEG7kiKmV-9dWFYKhtCfjTJ3KyR48K41_ZHEqbj3VVoI8gGGlagdHTIaKPHUI4PpULVWAjMAgH-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<p>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\u00ae, the firm emphasizes a fiduciary commitment to act in clients\u2019 best interests, providing services such as comprehensive financial planning, retirement strategies, and customized investment portfolios.<\/p>\n\n\n\n<p>Website: https:\/\/arrowinvestmentmanagement.com\/about<\/p>\n\n\n\n<p>Phone: 14055098198<\/p>\n\n\n\n<p>Email: custservice@arrowinvestmentmanagement.com<\/p>\n\n\n\n<p>Address: 3030 NW Expressway Ste 200 # 421<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Amanda Hoffman \u2013 D.A. Davidson &amp; Co.<\/h2>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/AD_4nXc7wycJHbzPGpp0xnlIayfZNVPM-069BNdYDPpX2k9u8rOhc3wEaOucTeV6w1AP3A0u9yDK7660462bTSdLZKje-iWK63SAzeutDPkvayUIEbKpuIJX9-bHWxxhzdQSJhjRvlfB.png\" alt=\"Amanda Hoffman \u2013 D.A. Davidson &amp; Co.\" class=\"wp-image-18297\" srcset=\"https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/AD_4nXc7wycJHbzPGpp0xnlIayfZNVPM-069BNdYDPpX2k9u8rOhc3wEaOucTeV6w1AP3A0u9yDK7660462bTSdLZKje-iWK63SAzeutDPkvayUIEbKpuIJX9-bHWxxhzdQSJhjRvlfB.png 712w, https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/AD_4nXc7wycJHbzPGpp0xnlIayfZNVPM-069BNdYDPpX2k9u8rOhc3wEaOucTeV6w1AP3A0u9yDK7660462bTSdLZKje-iWK63SAzeutDPkvayUIEbKpuIJX9-bHWxxhzdQSJhjRvlfB-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<p>Amanda Hoffman serves as a financial advisor with D.A. Davidson &amp; 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\u2019s unique financial objectives.<\/p>\n\n\n\n<p>Website: http:\/\/amandahoffman.dadavidsonfa.com\/<\/p>\n\n\n\n<p>Phone: 14053846167<\/p>\n\n\n\n<p>Email: ahoffman@dadco.com<\/p>\n\n\n\n<p>Address: 1601 Northwest Expy Suite 1105<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Advisory Group<\/h2>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/AD_4nXcZ0M5U7bcvZ8QK8Zy2wpdGQ1XWpXi35GiO1LF_JI_km38vuzi7wjZt_DsDdqUyE9KZHyR1WNvady1KYgXdLVPHmpA9VFjGGrbRZ2CMXDM5uzSWiAAFt7thhdqmjtxBQSbTRr7A.png\" alt=\"Advisory Group\" class=\"wp-image-18295\" srcset=\"https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/AD_4nXcZ0M5U7bcvZ8QK8Zy2wpdGQ1XWpXi35GiO1LF_JI_km38vuzi7wjZt_DsDdqUyE9KZHyR1WNvady1KYgXdLVPHmpA9VFjGGrbRZ2CMXDM5uzSWiAAFt7thhdqmjtxBQSbTRr7A.png 712w, https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/AD_4nXcZ0M5U7bcvZ8QK8Zy2wpdGQ1XWpXi35GiO1LF_JI_km38vuzi7wjZt_DsDdqUyE9KZHyR1WNvady1KYgXdLVPHmpA9VFjGGrbRZ2CMXDM5uzSWiAAFt7thhdqmjtxBQSbTRr7A-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<p>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\u00ae, Grant R. Milner, CFA\u00ae, and Jenna R. McAlister, AAMS\u00ae, the firm emphasizes a personalized approach to financial planning.<\/p>\n\n\n\n<p>Website: http:\/\/www.gdmcanally.com\/<\/p>\n\n\n\n<p>Phone: 14057281649<\/p>\n\n\n\n<p>Email: grant@gdmcanally.com<\/p>\n\n\n\n<p>Address: 5909 Northwest Expy Suite 165<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Advance Financial Lighthouse Inc.<\/h2>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/AD_4nXeBlNy3lrbeSuMQkkxEDjUksMtXp6KAKHIQS9OXdR9l1DuZukvbi2n0vdhcP-DhZhUYIV3D17oT7r3iObFcC9SG-MyGn90AoNmrh1sjXsfa5NNaflYwxVh6-JGRssPWBxM413Hyqw.png\" alt=\"Advance Financial Lighthouse Inc.\" class=\"wp-image-18304\" srcset=\"https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/AD_4nXeBlNy3lrbeSuMQkkxEDjUksMtXp6KAKHIQS9OXdR9l1DuZukvbi2n0vdhcP-DhZhUYIV3D17oT7r3iObFcC9SG-MyGn90AoNmrh1sjXsfa5NNaflYwxVh6-JGRssPWBxM413Hyqw.png 712w, https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/AD_4nXeBlNy3lrbeSuMQkkxEDjUksMtXp6KAKHIQS9OXdR9l1DuZukvbi2n0vdhcP-DhZhUYIV3D17oT7r3iObFcC9SG-MyGn90AoNmrh1sjXsfa5NNaflYwxVh6-JGRssPWBxM413Hyqw-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<p>\u200bFinancial 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\u00ae, the firm emphasizes personalized guidance to help clients achieve financial resilience and independence.<\/p>\n\n\n\n<p>Website: http:\/\/www.financiallighthouse.net\/<\/p>\n\n\n\n<p>Phone: 14058432380<\/p>\n\n\n\n<p>Email: katyb@financiallighthouse.net<\/p>\n\n\n\n<p>Address: 4334 Northwest Expy Suite #268<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Access Financial Resources Inc<\/h2>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/AD_4nXckM7-JSFi6YeAiraF4IKsKOzBypXS50f8S9uIh4UGRZlnTNz732WFRF6H3St5qe_eDvuTgTklSHu8w1AD9fbZ5r_ua6abPseiyjk07UpozaOi2e6umkfrVo4pyHGKrhRr67cDLIQ.png\" alt=\"Access Financial Resources Inc\" class=\"wp-image-18296\" srcset=\"https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/AD_4nXckM7-JSFi6YeAiraF4IKsKOzBypXS50f8S9uIh4UGRZlnTNz732WFRF6H3St5qe_eDvuTgTklSHu8w1AD9fbZ5r_ua6abPseiyjk07UpozaOi2e6umkfrVo4pyHGKrhRr67cDLIQ.png 712w, https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/AD_4nXckM7-JSFi6YeAiraF4IKsKOzBypXS50f8S9uIh4UGRZlnTNz732WFRF6H3St5qe_eDvuTgTklSHu8w1AD9fbZ5r_ua6abPseiyjk07UpozaOi2e6umkfrVo4pyHGKrhRr67cDLIQ-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<p>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.<\/p>\n\n\n\n<p>Website: http:\/\/www.afradvice.com\/<\/p>\n\n\n\n<p>Phone: 14058489826<\/p>\n\n\n\n<p>Email: jeff@afradvice.com<\/p>\n\n\n\n<p>Address: 3621 NW 63rd St A1<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Windle Wealth<\/h2>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/AD_4nXd3f1jbryNylEy0isxWtSOjio3gLmaAQpAVlPHECkdZ11E4JtK0heutmBVHr303rehzq-3bfb28q953xcCDYK1QWO-qzuVslNLNsBR0T_LFmT8BfyMC8HqQFynfMZhgm7OF_IpJJQ.png\" alt=\"Windle Wealth\" class=\"wp-image-18298\" srcset=\"https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/AD_4nXd3f1jbryNylEy0isxWtSOjio3gLmaAQpAVlPHECkdZ11E4JtK0heutmBVHr303rehzq-3bfb28q953xcCDYK1QWO-qzuVslNLNsBR0T_LFmT8BfyMC8HqQFynfMZhgm7OF_IpJJQ.png 712w, https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/AD_4nXd3f1jbryNylEy0isxWtSOjio3gLmaAQpAVlPHECkdZ11E4JtK0heutmBVHr303rehzq-3bfb28q953xcCDYK1QWO-qzuVslNLNsBR0T_LFmT8BfyMC8HqQFynfMZhgm7OF_IpJJQ-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<p>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.<\/p>\n\n\n\n<p>Website: https:\/\/windlewealth.com\/<\/p>\n\n\n\n<p>Phone: 14052615202<\/p>\n\n\n\n<p>Email: jade@windlewealth.com<\/p>\n\n\n\n<p>Address: 5740 NW 132nd St Oklahoma City OK 73142<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Westside Investment Management Inc.<\/h2>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/AD_4nXcBM879js9oR_ijL_VwOJBXlTUA_6jM62kikt_Nqn5uHYXJldQ8VOPDojWy5IZip3_tCr9caOTFmfrBylBRyynM7Az7pJSutvTaJYcxPaNXnMhSgZnl_4xe9yjcBSKP7jHIAPSW8w.png\" alt=\"Westside Investment Management Inc.\" class=\"wp-image-18303\" srcset=\"https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/AD_4nXcBM879js9oR_ijL_VwOJBXlTUA_6jM62kikt_Nqn5uHYXJldQ8VOPDojWy5IZip3_tCr9caOTFmfrBylBRyynM7Az7pJSutvTaJYcxPaNXnMhSgZnl_4xe9yjcBSKP7jHIAPSW8w.png 712w, https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/AD_4nXcBM879js9oR_ijL_VwOJBXlTUA_6jM62kikt_Nqn5uHYXJldQ8VOPDojWy5IZip3_tCr9caOTFmfrBylBRyynM7Az7pJSutvTaJYcxPaNXnMhSgZnl_4xe9yjcBSKP7jHIAPSW8w-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<p>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.<\/p>\n\n\n\n<p>Website: https:\/\/www.westsideim.com\/<\/p>\n\n\n\n<p>Phone: 14052863623<\/p>\n\n\n\n<p>Email: madison@westsideim.com<\/p>\n\n\n\n<p>Address: 10900 Hefner Pointe Dr Suite 502 Oklahoma City OK 73120<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Wealth Management Group LLC<\/h2>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/AD_4nXfCAVga-96G4OcBK9mI3pshVDVd3lOenPIbkPEcM0M6tf36xCWDdWzJrAcpjm9o_2d_mckjoVCTmnu4aYmzXFdJOOHlRrmQFuhUkeiM0pUwkHaKf5Oul1Sz0fqK3dmd32tHdnNbww.png\" alt=\"Wealth Management Group LLC\" class=\"wp-image-18302\" srcset=\"https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/AD_4nXfCAVga-96G4OcBK9mI3pshVDVd3lOenPIbkPEcM0M6tf36xCWDdWzJrAcpjm9o_2d_mckjoVCTmnu4aYmzXFdJOOHlRrmQFuhUkeiM0pUwkHaKf5Oul1Sz0fqK3dmd32tHdnNbww.png 712w, https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/AD_4nXfCAVga-96G4OcBK9mI3pshVDVd3lOenPIbkPEcM0M6tf36xCWDdWzJrAcpjm9o_2d_mckjoVCTmnu4aYmzXFdJOOHlRrmQFuhUkeiM0pUwkHaKf5Oul1Sz0fqK3dmd32tHdnNbww-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<p>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.<\/p>\n\n\n\n<p>Website: http:\/\/www.wmgok.com\/<\/p>\n\n\n\n<p>Phone: 14059431001<\/p>\n\n\n\n<p>Email: mglover@wealthmgmtgroup.com<\/p>\n\n\n\n<p>Address: 2629 W I 44 Service Rd #100 Oklahoma City OK 73112<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">WatersEdge Advisors and Ministry Services<\/h2>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/AD_4nXcFTZe_LIuCDcQ6DdY5ARpPimPMNqd8pgtNrdKNcdXj96P1xUpJnnXCEZwKMxL5CdcLX8Wp-tItvctO5CwfXtSMpWw3dNi3c8OxOitNsBcNKWapD0WS7C_R-nMsMILeCJ6_7kocqA.png\" alt=\"WatersEdge Advisors and Ministry Services\" class=\"wp-image-18301\" srcset=\"https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/AD_4nXcFTZe_LIuCDcQ6DdY5ARpPimPMNqd8pgtNrdKNcdXj96P1xUpJnnXCEZwKMxL5CdcLX8Wp-tItvctO5CwfXtSMpWw3dNi3c8OxOitNsBcNKWapD0WS7C_R-nMsMILeCJ6_7kocqA.png 712w, https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/AD_4nXcFTZe_LIuCDcQ6DdY5ARpPimPMNqd8pgtNrdKNcdXj96P1xUpJnnXCEZwKMxL5CdcLX8Wp-tItvctO5CwfXtSMpWw3dNi3c8OxOitNsBcNKWapD0WS7C_R-nMsMILeCJ6_7kocqA-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<p>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.<\/p>\n\n\n\n<p>Website: https:\/\/www.watersedge.com\/<\/p>\n\n\n\n<p>Phone: 18009499988<\/p>\n\n\n\n<p>Email: communications@bfok.org<\/p>\n\n\n\n<p>Address: 3800 N May Ave Oklahoma City OK 73112<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Vista Investment Partners LLC<\/h2>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/AD_4nXeoPE2hrtZOJBeqovvZeWQZSyHlJAfXYNF_AxRaCc_c3y53EJ_k-Srv3WNQTgjiIcOvaLjtYILjhvdvjWsss-XIWYEiyHWR5R7FkOSow3fq3jM72MYjA3HDyGHBBAKcYVaKY5UBDw.png\" alt=\"Vista Investment Partners LLC\" class=\"wp-image-18299\" srcset=\"https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/AD_4nXeoPE2hrtZOJBeqovvZeWQZSyHlJAfXYNF_AxRaCc_c3y53EJ_k-Srv3WNQTgjiIcOvaLjtYILjhvdvjWsss-XIWYEiyHWR5R7FkOSow3fq3jM72MYjA3HDyGHBBAKcYVaKY5UBDw.png 712w, https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/AD_4nXeoPE2hrtZOJBeqovvZeWQZSyHlJAfXYNF_AxRaCc_c3y53EJ_k-Srv3WNQTgjiIcOvaLjtYILjhvdvjWsss-XIWYEiyHWR5R7FkOSow3fq3jM72MYjA3HDyGHBBAKcYVaKY5UBDw-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<p>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.<\/p>\n\n\n\n<p>Website: https:\/\/vistainvestment.com\/home<\/p>\n\n\n\n<p>Phone: 14056085390<\/p>\n\n\n\n<p>Email: ronald.richardson@vistainvestment.com<\/p>\n\n\n\n<p>Address: 5601 N Classen Blvd Suite 101 Oklahoma City OK 73118<\/p>\n\n\n<!-- HFCM by 99 Robots - Snippet # 1: Awards Layout -->\n<div id=\"badge\" class=\"badge_section\">\r\n<span class=\"badge_heading\"><b>Is your business featured in this article?<\/b><\/span>\r\n<p class=\"badge_text\">Showcase your recognition by adding our award badge to your website! 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