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Selecting the right investment firm is a vital step toward building long-term financial security. Whether your goals include creating a balanced portfolio, planning for retirement, or uncovering new paths for financial advancement, working with a knowledgeable and reliable advisor can make navigating today’s dynamic markets much easier.
For individuals and businesses in Tulsa seeking professional investment guidance, the firms featured below stand out for their customized strategies, fiduciary responsibility, and strong insight into the local financial landscape.
Future U Financial Inc.
Founded by Josh Herlan, a U.S. Army veteran with a Master’s in Quantitative Finance from Oklahoma State University, Future U Financial offers a transparent, technology-driven financial planning experience. The firm utilizes secure software to provide real-time insights into clients’ investments, allowing for monthly updates and ongoing support. Clients retain control over their existing accounts, with no requirement to change custodians or firms.
Address: 110 S Hartford Ave Suite 100, Tulsa, OK 74103
Phone: 19188051979
Email: [email protected]
Website: https://futureufinancial.com/
Olistico Wealth
Olistico Wealth is a privately held, independent wealth advisory firm based in Tulsa, Oklahoma. Established in 2021, the firm specializes in providing comprehensive financial solutions to high-net-worth individuals, families, and business owners. The name “Olistico,” derived from the Italian word for “holistic,” reflects the firm’s philosophy of integrating all aspects of a client’s financial life to achieve true financial strength.
Address: 2431 E 61st St Suite 175, Tulsa, OK 74136
Phone: 19188632005
Email: [email protected]
Website: http://www.olisticowealth.com/
Legacy Wealth Management
Legacy Wealth Management is a financial advisory firm based in Tulsa, Oklahoma, committed to providing comprehensive financial services with a client-first approach. Founded with the mission to uphold the highest standards of integrity and professionalism, the firm focuses on understanding clients’ financial situations and delivering tailored strategies to meet their unique goals.
Address: 4880 S Lewis Ave Suite 100, Tulsa, OK 74119
Phone: 19188765239
Email: [email protected]
Website: https://www.legacywealthus.com/
Raymond James Financial Services
The Turner Group is an independent financial advisory firm based in Tulsa, Oklahoma, affiliated with Raymond James Financial Services. The firm offers a range of investment and advisory services, including retirement planning, estate planning, and wealth management, tailored to meet the unique needs of its clients.
Address: 4739 E 91st St Ste 100, Tulsa, OK 74137
Phone: 19188957800
Email: [email protected]
Website: http://www.turnergrouptulsa.com/
Summit Wealth Group
Integrated Wealth Solutions is a Tulsa-based financial advisory firm dedicated to providing comprehensive financial planning services. Their approach emphasizes personalized strategies to help clients achieve their financial goals, manage risks, and navigate significant life events.
Address: 9175 S Yale Ave # 100, Tulsa, OK 74137
Phone: 19189309300
Email: [email protected]
Website: https://integratedwealth.co/
Cadent Capital Advisors LLC
Cadent Capital Advisors, LLC is an independent wealth management firm based in Tulsa, Oklahoma, specializing in comprehensive financial planning, investment management, tax strategies, and estate planning. Founded in 2012, the firm serves clients across more than 20 states, emphasizing a fiduciary approach to ensure client interests are always prioritized.
Address: 4525 E 91st St, Tulsa, OK 74137
Phone: 19189353450
Email: [email protected]
Website: https://www.cadcapital.com/
INSPiRE Financial Group | Financial Services & Planning in Tulsa
Inspire Financial Group is an independent financial advisory firm based in Tulsa, Oklahoma, dedicated to helping clients achieve financial clarity and success. Their holistic approach integrates financial planning with personal development, aiming to enhance clients’ lives across multiple dimensions.
Address: 4200 E Skelly Dr # 530, Tulsa, OK 74135
Phone: 19189486200
Email: [email protected]
Website: http://planwithinspire.com/
Integrity Financial Services LLC.
Integrity Financial Services, LLC is a Tulsa-based financial advisory firm established in 2008. The firm offers a range of services, including retirement planning, tax strategies, portfolio management, and estate planning. Their approach emphasizes personalized strategies to help clients achieve their financial goals.
Address: 4200 E Skelly Dr # 530, Tulsa, OK 74135
Phone: 19189486200
Email: [email protected]
Website: http://planwithinspire.com/
RJ Cloud Advisors & Company
RJ Cloud Advisors & Company is a boutique wealth management and financial advisory firm headquartered in Tulsa, Oklahoma. With over $100 million in assets under management, the firm offers a comprehensive suite of services tailored to high-net-worth individuals, families, and professionals seeking a holistic approach to managing their financial lives.
Address: 7804 E 108th St, Tulsa, OK 74137
Phone: 19189499713
Email: [email protected]
Website: https://rjcloudadvisorsandcompany.com/contact-us
Stifel
Stifel Tulsa is a full-service wealth management branch of Stifel Financial, offering comprehensive financial services to individuals, families, and business owners. Located in the heart of Tulsa, Oklahoma, the branch provides personalized financial strategies to help clients achieve their financial goals.
Address: 2100 S Utica Ave Ste 100, Tulsa, OK 74114
Phone: 19188773361
Email: [email protected]
Website: https://www.stifeltulsa.com/
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