RANKING & REVIEWS
BEST TULSA & OKLAHOMA CITY FINANCIAL ADVISORS
Finding 2021-2022’s Top OKC & Tulsa Financial Advisors
A little over 100 miles separate the state of Oklahoma’s two largest cities, Tulsa and Oklahoma City. Both are rich in midwestern heritage, are on the famous Route 66, and both have an excellent choice of top financial advisors.
When you’re planning for retirement, funding a future business venture, or looking for the best ways to grow your wealth, a top financial advisor in Tulsa or Oklahoma City is an excellent resource.
A financial planner in OKC or Tulsa knows how to take the emotions out of money management and help clients with comprehensive solutions to reach their financial goals for the future.
Oklahoma City and Tulsa financial advisors understand how to balance risk using diversification, use logic-based investment models, and how to incorporate tax-efficiency into financial planning.
One thing that many people find the most difficult part of the investment management process is finding the right financial advisor in Oklahoma City or Tulsa to work with.
AdvisoryHQ works to make that easier in two ways:
1. We rank the top Tulsa and Oklahoma City financial advisors to give you a list of excellent firms to choose from.
2. We include tips on how to choose the best Tulsa and OKC financial advisors in our ranking.
Read on for our 2021-2022 best 11 Tulsa or Oklahoma City financial advisor list and get started on a journey to finding the best partner to help you achieve financial success in the future.
Award Emblem: Top 11 Best Financial Planners in Oklahoma City & Tulsa, Oklahoma
Top 11 Oklahoma City & Tulsa Financial Advisors | Brief Comparison & Ranking
| OKC or Tulsa Financial Advisor | 2021-2022 Ratings |
| Align Wealth Management | 5 |
| Cadent Capital Advisors, LLC | 5 |
| ChartMark Investments, Inc. | 5 |
| Exencial Wealth Advisors | 5 |
| Hughes Warren, Inc. | 5 |
| Retirement Investment Advisors, Inc. | 5 |
| The Legacy Financial Group, Inc. | 5 |
| Warburton Capital Management | 5 |
| Full Sail Capital | 3 |
| InvesTrust Wealth Management | 3 |
| Native American Fund Advisors (NAFA) | 3 |
Table: Top 11 Best Tulsa & Oklahoma City Financial Advisors | Above list is sorted by rating
Tips for Locating A Top OKC or Tulsa Financial Planner
How can you narrow down the list when looking for a good financial advisor in Tulsa or Oklahoma City? There are a few different areas you can consider when searching for the best advisor for your financial objectives.
Here are some tips on how to differentiate between several top financial advisors in Oklahoma City and Tulsa to arrive at the one that suits you the best.
Minimum Investable Asset Level
Some financial planners in Oklahoma City or Tulsa require a minimum dollar amount of investible assets to work with them. Others do not and welcome all wealth levels as clients. This is one of the first differentiating factors to look for.
Fee-Only or Fee-Based
The fee structure is important when working with a financial advisor in Oklahoma City or Tulsa. Fee-only advisors do not accept any outside commissions from sales of financial products. This instills trust in clients that advice is given completely objectively.
A fee-based Tulsa or Oklahoma City financial advisor does accept commissions from 3rd parties as a form of compensation. This can create an inherent conflict of interest, which is why fee-based advisors will often become fiduciaries. This adds a legal obligation to put the client’s best interests first.
Core & Specialty Services
If your main goal is to save for early retirement, you’ll want a firm that focuses heavily on retirement planning. If you own a dental practice, then you’ll be looking for a firm that specializes in working with health industry businesses like yours.
Review the core services and specialty services that an OKC or Tulsa financial advisor advertises on its website. This can help you match your needs to the right wealth management firm with the expertise that can benefit you the most.
Best Financial Planner in Oklahoma City & Tulsa, OK
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2021-2022 AdvisoryHQ’s Selection Methodology
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Please click here “AdvisoryHQ’s Ranking Methodologies” for a detailed review of AdvisoryHQ’s selection methodologies for ranking top-rated credit cards, financial accounts, firms, products, and services.
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Detailed Review – Best Tulsa & Oklahoma City Financial Advisors
Below, please find the detailed review of each firm on our list of 2021-2022 best Tulsa & OKC financial advisors. We have highlighted some of the factors that allowed each Oklahoma City and Tulsa financial planner to score so high in our selection ranking.
Click on any of the names below to go directly to the review section for that firm. The list is sorted by rating.
- Align Wealth Management
- Cadent Capital Advisors, LLC
- ChartMark Investments, Inc.
- Exencial Wealth Advisors
- Hughes Warren, Inc.
- Retirement Investment Advisors, Inc.
- The Legacy Financial Group, Inc.
- Warburton Capital Management
- Full Sail Capital
- InvesTrust Wealth Management
- Native American Fund Advisors (NAFA)
Click below for previous years’ rankings:
- 2019 Review: 10 Best Financial Advisors in Oklahoma City & Tulsa, OK
- 2018 Review: Top 10 Best Financial Advisors in Oklahoma City & Tulsa, OK
- 2017 Review: Top 10 Best Wealth Management Firms in Oklahoma City
- 2016 Review: Top 8 Best Financial Advisors in Oklahoma City
See Also: Best Wealth Management Firms in Houston, TX
Align Wealth Management Review
Common sense, reliability, and a client-first philosophy guide Align Wealth, a top-rated financial planner in Oklahoma City, OK, and St. Petersburg, FL. The firm is fee-only and also upholds fiduciary standards.
This financial planner in OKC serves individuals, families, and small business owners with expert and straight-forward financial guidance to help them reach their future objectives. It has a minimum investment level of $750,000 but will consider those under that level.
Key Factors That Enabled Align Wealth Management to Rank as a Top Financial Planner in Oklahoma City & Tulsa
Transparency & Money-Back Guarantee
One thing that makes Align a standout on our list of best Tulsa and Oklahoma City financial advisors is the firm’s commitment to transparency and its money-back guarantee.
This top financial advisor in Oklahoma City works with a third-party reconciliation firm, Tamarac (a division of Envestnet) to track and verify the firm’s investment track record. This gives additional peace of mind to clients about the firm’s expertise.
Additionally, Align stands behind the guidance offered by its advisors. If for any reason during the first year, you’re not completely satisfied with your Oklahoma City financial advisor, the firm will refund all fees paid, no questions asked.
Align Wealth Management | Top Financial Advisor in Tulsa or Oklahoma City
Total Team Approach
At Align, you won’t have just one financial advisor working on your account. Instead, this entire team of expert financial advisors in Oklahoma City coordinate together to review your strategy and maximize your investments.
To further ensure that you receive a fully integrated financial plan, Align goes the extra mile by partnering with Forum Financial Management and Dimensional Fund Advisors.
Forum Financial Management is an independent, registered advisory firm comprised of financial pros, including CPAs, CFPs, and attorneys.
Working with Dimensional Fund Advisors, Align connects with Nobel laureates and distinguished professors in economic and portfolio theory.
Rating Summary
Align Wealth Management takes a commonsense approach to financial management that always puts the client front and center. Clients also benefit from the partners that Align works within other financial areas to create thoughtful, holistic strategies.
With a client-centered focus and no-risk guarantee, Align Wealth Management is one of the top financial planners in Oklahoma City or Tulsa to consider. We’ve awarded the firm a 5-star rating.
Cadent Capital Advisors, LLC Review
Cadent Capital Advisors, LLC is an independent, fee-based, boutique OKC and Tulsa financial advisor. The firm’s team has over 100 years of combined investment experience and makes a fiduciary commitment to clients.
With offices in both Tulsa and Oklahoma City, Cadent offers transparent client reporting, modern digital tools, and takes a disciplined approach. Core focuses are building wealth, managing risk, and earning trust.
Key Factors That Enabled Cadent Capital Advisors, LLC to Rank as a Best Financial Advisor in Tulsa and Oklahoma City
Experienced Financial Team
When you work with Cadent Capital, you gain the advantage of a seasoned team with a diverse range of financial industry experience. These OKC and Tulsa financial advisors offer a comprehensive process and client-centric vision.
Some of the many designations held by the financial advisors at Cadent Capital include:
- CFP®—Certified Financial Planner™
- AIF®—Accredited Investment Fiduciary
- CRPC®—Chartered Retirement Planning Counselor
- ChFC®—Chartered Financial Consultant
These designations represent several areas of financial expertise, incorporate continuing education, and keep advisors current on financial industry trends.
Wide Range of Financial Services
You’ll find a wide range of core financial services when working with this top Oklahoma City and Tulsa financial planner.
Financial goals and needs are subject to change from one year to the next, and Cadent Capital had the depth to handle these fluctuations through a range of customized solutions:
- Investment Management: Strategic asset allocation, ongoing portfolio monitoring, multigenerational wealth, education planning, and more
- Financial Planning & Cash Flow Management: Retirement planning, cash flow analysis, asset integration, employer benefits plans, and more
- Risk Management: Asset protection strategies and insurance needs analysis to mitigate risk
- Tax Planning: Active and integrated tax management, minimization, and cost basis tracking
- Legacy and Estate Planning: Tax mitigation strategies, estate and trust document review, coordination with estate attorneys, and more
Rating Summary
Cadent Capital Advisors focuses on what its clients value most to ensure financial strategies are positioned for success. Those working with this financial planner in OKC and Tulsa can expect objectivity and personal attention to their financial and emotional needs.
With a highly experienced team and tailored approach, Cadent Capital Advisors solidifies its 5-star rating as one of the best Tulsa and Oklahoma City financial advisors to consider for your financial management needs.
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ChartMark Investments, Inc. Review
With a mission to make a significant difference in its clients’ quality of life, ChartMark Investments, Inc. is a fee-only top financial advisor in Tulsa, Oklahoma. The firm’s focus is on portfolio management, investment consulting, and financial planning services.
This Tulsa financial advisor serves individuals, small businesses, and institutions. It also maintains other legal and financial strategic alliances that benefit its clients.
Key Factors That Enabled ChartMark Investments, Inc. to Rank as a Top Financial Advisor in Tulsa
Focus on Your Long-Term Well-Being
ChartMark advisors work to build long-term relationships over time, so they can be there for clients through every phase of life. This expert team of Tulsa financial advisors assumes your goals, needs, and success as their own.
Clients are given the time and attention they need when they work with ChartMark. Advisors walk you through the financial planning and investment process in a comprehensive way and stress a high quality of personalized customer service.
Core Financial Services
ChartMark offers the core financial services most clients expect. While this Tulsa financial planner’s primary role is investment management, it also offers other important financial solutions.
Advisors feel it’s important to ensure clients have an integrated and robust financial strategy and can coordinate with attorneys and accountants as needed.
This top-rated financial advisor in Tulsa offers the following core financial services:
- Investment Management
- Financial Planning
- Portfolio Management
- Qualified Retirement Plan Solution
ChartMark Investments | Best OKC & Tulsa Financial Advisors
Rating Summary
ChartMark Investments takes a methodical and comprehensive approach to investment management and financial planning, preferring to meet with clients in-person to get to know them before crafting a financial strategy.
With a team of caring and accessible professionals and a focus on holistic financial solutions, this is one of the top Tulsa and OKC financial advisors to consider. We’ve awarded ChartMark Investments a 5-star rating.
Exencial Wealth Advisors Reviews
Founded in 2003, Exencial Wealth Advisors is a nationally Registered Investment Advisor that offers a wide range of financial services, from investment management to tax preparation. Advisors uphold a fiduciary duty to put a client’s best interest first.
This top-rated financial advisor in Oklahoma City has seven other offices throughout the U.S., in TX, CT, OH, CA, and NC.
The firm does not specifically state whether it is fee-only or fee-based, however, its ADV notes that the firm and/or its Supervised Persons are entitled to insurance commissions. This points to a fee-based structure, but we always recommend confirming how a firm is compensated before doing business with them.
Key Factors That Enabled Exencial Wealth Advisors to Rank as a Top Financial Planner in Oklahoma City
Exencial’s E3 Process
Excencial ensures that its clients have a fully integrated approach, so all parts of their financial life are working together towards the same financial goals.
These top financial advisors in Oklahoma City Accomplish this through the firm’s E3 process. This process was developed with integration in mind and represents the mission to evaluate, execute, and evolve during the investment management process.
Here is a closer look at Exencial’s E3 financial advisory process:
- Evaluate: Advisors gain a complete understanding of each client’s financial situation and objectives.
- Execute: Exencial advisors craft their client’s financial plan using a holistic approach.
- Evolve: Your Oklahoma City financial advisor ensures your strategy is evolving to match your life.
Tax Planning Services
While many financial planners in Oklahoma City and Tulsa will coordinate with tax professionals, not many can handle your tax filings themselves. Tax services are a stand-out service of Exencial Wealth Advisors.
Clients get a “one-stop-shop” when it comes to financial planning, investment management, and tax services. The firm offers the following tax planning solutions:
- Tax preparation
- Tax filing
- Tax coordination
- Tax optimization
Rating Summary
Exencial Wealth Advisors works to align client goals with their money and provides customized portfolios, along with tax and accounting services. The firm has also been ranked by Forbes as one of the Fastest Growing RIAs for over 10 years.
With a team of well-credentialed professionals and a wide range of financial support services, Exencial Wealth Advisors earns a 5-star rating as one of the best Tulsa or Oklahoma City financial advisors to consider.
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Hughes Warren Inc. Review
Hughes Warren Inc. was founded in 2007 and is a fee-only, fiduciary financial advisor located in Edmond, OK, part of the Oklahoma City metropolitan area.
This top financial planner in OKC offers financial planning expertise through a team of Certified Financial Planners™ with more than 50 years of combined financial management and estate planning experience.
Key Factors That Enabled Hughes Warren Inc. to Rank as a Top Financial Advisor in Tulsa or Oklahoma City
Puts Your Best Interests First
Hughes Warren is fully committed to its client-first philosophy as well as ensuring clients are well served and well-informed on the market, economy, and investment vehicles.
Core tenants that exemplify the firm’s focus on trust and transparency include:
- Fee-Only: These financial advisors in Oklahoma City do not earn commissions from any 3rd parties that sell financial products.
- Independence: As an independent fiduciary, Hughes Warren is fully committed to making recommendations in its clients’ best interests.
- Integrity: Each team member of the firm is held to the highest ethical and moral standards
- Service: The firm’s advisors are committed to getting to know each client on both personal and financial levels.
Tailored Investment Plans
You won’t get a “cookie-cutter” approach to investing at Hughes Warren. Your financial advisor in Oklahoma City meets with you one-on-one to understand your future goals so they can craft a personalized strategy.
Hughes Warren advisors emphasize diversification with a preference for no-load and load-waived mutual funds to make portfolios as efficient as possible.
Once your tailored investment plan is implemented, your Hughes Warren financial advisor continually monitors and rebalances your portfolio as needed.
Hughes Warren, Inc. | Best Oklahoma City Financial Advisors 2021-2022
The team at Hughes Warren Inc. treats clients like family and work to become a positive force in their lives through tailored, expert financial guidance. Each advisor believes that individual attention is key to greater peace of mind and achieving desired outcomes.
With a strategic approach to portfolio construction and high ethical standards, Hughes Warren is one of the top Oklahoma City and Tulsa financial advisors to consider. We’ve scored the firm with 5 stars.
Retirement Investment Advisors, Inc. Review
Specializing in the path to a comfortable retirement, Retirement Investment Advisors, Inc. is a fiduciary, fee-only financial advisor in Oklahoma City and Edmond, OK, and Frisco, TX.
No matter where a client is when it comes to retirement planning – several years to go or already retired – this Oklahoma City financial advisor offers customized strategies to meet life goals and challenges.
Key Factors That Enabled Retirement Investment Advisors, Inc. to Rank as a Top Financial Advisor in Tulsa or OKC
Charting Your Retirement Path
Once you complete a complimentary consultation with your expert retirement advisor, you will receive a customized strategy based upon your needs and where you are in life.
Retirement Investment Advisors takes a comprehensive approach to help clients chart the retirement of their dreams, with an understanding that everyone’s retirement picture is unique.
From early life planning stages to those that have been retired for a while, these Oklahoma City financial advisors help clients through various stages, including:
- Change the Road You’re On
- Retirement Is on the Horizon
- Ready for a Change of Pace
- Time to Change Course
Highly Talented Team
The advisors at Retirement Investment Advisors have completed training in several disciplines to help them stay at the top of their game. These designations demand continuing education and keep advisors up to date on industry trends.
Some of the industry designations held by this team of Oklahoma City financial advisors include:
- Certified Financial Planner™ (CFP®)
- Certified Public Accountant (CPA)
- Personal Financial Specialist (PFS)
- Accredited Investment Fiduciary™ (AIF®)
- Certified Divorce Financial Analyst™ (CDFA™)
- Registered Life Planner® (RLP®)
Rating Summary
Retirement Investment Advisors focuses exclusively on retirement investment management and financial planning. This makes it an excellent firm to consider if your main savings objective is to ensure you can retire when and how you want to.
With a highly personalized approach and a wide variety of retirement resources, Retirement Investment Advisors solidifies a 5-star rating. This is one of the top Oklahoma City or Tulsa financial advisors to consider for retirement planning.
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The Legacy Financial Group, Inc. Review
The Legacy Financial Group, Inc. is a fee-based, top-rated financial advisor in Tulsa. Advisors are passionate about helping clients achieve confidence in their financial decisions and chart abundant lives.
The firm is selective and intentional about the clients it works with, which allows each client to get full care and attention.
Key Factors That Enabled The Legacy Financial Group, Inc. to Rank as a Top Financial Advisor in Tulsa
Comprehensive Retirement Planning
One of the many services that Legacy offers is retirement planning. The firm’s advisors outline all the elements that individuals need to consider, so they can have the nest egg they need to fulfill their retirement goals.
The Tulsa financial advisors at Legacy will coordinate with you to incorporate several important considerations into your retirement plan. Their expertise and guidance include:
- Portfolio income
- IRA, Roth IRA, 401k
- Savings and safe withdrawal rate
Legacy Financial Group | Top Financial Advisor in Tulsa
Client-Centric Investment Philosophy
The Legacy Financial Group integrates investment portfolio strategy into a client’s full financial plan. All financial decisions are geared towards meeting a client’s stated financial needs and goals.
The investment philosophy used by these top-rated Tulsa financial advisors is informed by Modern Portfolio Theory (MPT)), and incorporates the following core concepts:
- Asset allocation drives long-term performance and risk
- Frequent trading and market timing increase expenses and lower returns
- Portfolios tilted towards Small and Value companies can increase returns
- Portfolio changes should be influenced by a client’s life situation and goals instead of on market predictions
Rating Summary
The Legacy Financial Group offers prudent financial guidance to individuals to empower them to reach their dreams and gain confidence in their money-related decisions.
Advisors work to earn client trust and always put clients’ best interests first. However, potential clients should be aware that the company sells insurance products and may receive a commission from third parties. With that in mind, always make sure to verify the fee structure and understand how your advisor is being compensated.
With a comprehensive investment planning process, Legacy Financial Group earns a 5-star rating making them one of the best financial advisors in Oklahoma City or Tulsa to consider for your investment management needs.
Warburton Capital Management Review
Warburton Capital Management is a top fee-only, independent Registered Investment Advisor in Tulsa, OK. The firm’s advisors are fiduciaries that work in their clients’ best interests.
This Tulsa financial advisor offers “purposeful” wealth management, designed to be part of a fully integrated, tailored, and goal-oriented strategy.
Key Factors That Enabled Warburton Capital Management to Rank as One of the Top OKC and Tulsa Financial Advisors
Fee-Only Fiduciary
Warburton is deeply committed to the fiduciary standard and the firm’s advisors are dedicated to helping clients preserve and grow their wealth.
This top-rated financial advisor in Tulsa is independent and fee-only, meaning that it is only paid in client fees, not 3rd party commissions. In these ways, Warburton removes potential conflicts of interest ensuring clients receive fully objective advice.
Comprehensive Financial Services
The Tulsa financial advisors at Warburton specialize in working with individuals, institutions, and those looking for evidence-based investing.
The firm’s purposeful wealth management services cover a wide range of financial solutions, including:
- Investment Consulting
- Wealth Enhancement
- Wealth Transfer
- Wealth Protection
- Financial Planning
- Retirement Planning
- Education Planning
- Charitable Giving
Rating Summary
The advisors at Warburton Capital help their clients make time for what matters through strategic financial guidance that helps them feel confident about their finances.
With a full range of integrated financial services and a client-focused approach, Warburton Capital solidifies its 5-star rating as one of the best Tulsa or Oklahoma City financial advisors to consider for your financial planning needs.
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Full Sail Capital Review
With a commitment to always put the client first, Full Sail Capital is a fiduciary, fee-only financial advisor in Oklahoma City. Committed to giving clients financial peace of mind, the firm offers a broad range of tailored financial services.
These top-rated Oklahoma City financial advisors have a minimum $1,000,000 account opening balance for financial management services, however, may reduce this based upon certain criteria.
Key Factors That Enabled Full Sail Capital to Rank as a Top Financial Advisor in Tulsa or Oklahoma City
Full Range of Services
The team at Full Sail Capital offers a full range of financial management services that can be integrated into one comprehensive financial plan. This ensures that all parts of your financial life are working towards the same goals.
Each of these services is tailored based upon each client’s needs and can be updated for any life or major economic changes.
The range of financial services offered by this top financial advisor in Oklahoma City include:
- Wealth & Asset Integration
- Investment Management
- Retirement & Financial Planning
- Estate Plan Consulting
- Family Office Services
Strong Client Commitment
Full Sail Capital wants to make it easy for choosing an Oklahoma City financial advisor. To this end, the firm offers a letter of commitment on its website that it promises to fulfill.
Some of the commitments that the firm makes to clients include being a fiduciary, never adding products to an account for which advisors receive a commission, and to always tailor investment advice to the client’s specific needs.
Full Sail Capital | Top-Rated Oklahoma City Financial Advisors
Rating Summary
For high-net-worth clients, Full Sail Capital offers completely customized services that cover a wide array of financial service areas.
The firm is one of the top OKC and Tulsa financial advisors to consider. We have rated it with 3 stars due to the lack of more detailed information about the firm’s services. By adding more details to help prospective clients evaluate its services, the firm could easily score higher on a future ranking.
InvesTrust Wealth Management Review
InvesTrust Wealth Management is a top independent, fee-only financial planner in Oklahoma City. This fiduciary firm offers tailored investment advisory services to high-net-worth individuals, insurance companies, corporations, foundations, endowments, trusts, and more.
Offering a high level of expertise and service are hallmarks of this financial advisor in Oklahoma City that has been serving clients since 1998.
Key Factors That Enabled InvesTrust Wealth Management to Rank as One of the Top Oklahoma City Financial Advisors
Certified with Professional Designations
The large, experienced team at InvesTrust covers a broad array of financial specialties and holds a number of professional industry designations and certifications.
Many of these designations incorporate ongoing education, which helps financial experts stay on top of the changing laws and practices within the financial services industry.
Some of the designations held by these financial advisors in Oklahoma City include:
- Certified Financial Planner™ (CFP®)
- Chartered Financial Analyst (CFA®)
- Certified Trust & Financial Advisor (CTFA)
- Investment Advisor Certified Compliance Professional (IACCP®)
- Certified Public Accountant (CPA)
Expert Financial Services
The Oklahoma City financial advisors at InvesTrust offer a diverse background in estate planning, banking, working with foundations, assisting non-profits, tax planning, employee benefit plans, and more
All financial services are customized for each client and designed to make managing wealth easier and more productive. Services offered at InvesTrust include:
- Personal and Institutional Investing
- Investment Manager
- Custodian
- Trustee
- Employee Retirement Plans
Rating Summary
For clients looking for a boutique and highly personalized experience from their financial advisor in Tulsa or OKC, InvesTrust will be a top consideration. The firm has a talented and experienced team from a wide array of financial service areas.
One area we did find lacking in comparison with other Oklahoma City and Tulsa financial advisors was the amount of information offered on the firm’s site about services. This lack of service detail makes it more difficult for potential clients to evaluate the firm, thus we’ve awarded it with 3-stars.
By including additional details about investment philosophy, financial services, and approaches, InvesTrust Wealth Management can easily improve both its value proposition to clients and its rating as one of the best OKC financial advisors.
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Native American Fund Advisors (NAFA) Review
With over two decades of experience customizing financial solutions, Native American Fund Advisors (NAFA) is a top-rated, fiduciary, fee-only financial advisor in Tulsa, OK.
The mission of the advisors at this Tulsa financial planner is to grow and protect the wealth of their clients through a careful balancing of risk versus reward.
Key Factors That Enabled Native American Fund Advisors to Rank as a Top Financial Advisor in Tulsa
A Process Tailored to You
NAFA does not use “cookie-cutter” portfolios because advisors understand that each client’s financial situation and objectives are unique. Investment strategies are tailored to help each client reach their specific investment goals faster.
Factors such as time frame, risk tolerance, and desired rates of return are factored into each financial plan. Once implemented, your Tulsa financial advisor monitors your portfolio and updates it as needed.
Experienced Team
The top-rated Tulsa financial advisors at NAFA have over 100 years of combined experience assisting clients with well-crated portfolios and tailored financial guidance.
The firm’s expert team also holds a wide range of certifications and licensures. Some of these include:
- General Securities Agent (Series 7)
- General Securities Principal (Series 24)
- Uniform Investment Advisor (Series 65)
- Uniform Securities Agent State Law certificate (Series 63)
- Chartered Financial Analyst (CFA)
- Certified Public Accountant (CPA)
- Master of Business Administration (MBA)
- Certified Financial Planner (CFP®)
Native American Fund Advisors | Top Financial Advisor in Tulsa
Rating Summary
Native American Fund Advisors offers a tailored and comprehensive financial planning experience to clients designed to achieve success in reaching their goals while balancing risk management.
While the firm is strong in investment management service expertise and offers a lot of detail in this area, there is little detailed information on the firm’s website about its financial planning services. This makes it more difficult for potential clients to fully evaluate the firm’s offerings
Additionally, the firm’s website does not use encryption (HTTPS), which could cause some potential clients to feel less secure when sending information through the site. For these reasons, we’ve rated the firm with 3-stars.
By improving the detail of financial planning services and adding a security certificate to its website, NAFA could easily improve both its value proposition to clients and its rating as a top financial advisor in Tulsa or Oklahoma City.
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Conclusion – 2021-2022 Top 11 Best Tulsa & Oklahoma City Financial Advisors
You can increase your chance of success when it comes to planning for the retirement of your dreams, growing family wealth, and more with the help of an expert Tulsa or Oklahoma City financial advisor.
Just as investors come in all shapes and sizes, so do the top OKC and Tulsa financial advisors. So, whether you’re looking for a large firm with multiple resources, or a more boutique, family feel, there is an advisor on this list that will fit your needs.
Many top Tulsa and Oklahoma City financial advisors offer free initial consultations, which is an excellent next step after you’ve chosen 3-4 from your research to learn more about.
The time taken getting to know each potential advisor is well spent, considering the firm’s team may become your personal CFO for years to come.
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Image sources:
- https://unsplash.com/photos/12WCUSkQxz0
- https://www.alignmywealth.com/about/meet-the-team.html
- https://www.chartmark.com/
- https://www.hugheswarren.com/our-core-principles
- https://www.legacyadvisor.net/
- https://www.fullsailcapital.com/commitment
- http://www.indianfundadvisors.com/index.php
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