We are an “open architecture” entity, which enables us to utilize some of the best investment managers and strategies available anywhere. Gaining an in-depth understanding of each person and organization we serve requires a lot of face-to-face sessions with our clients. It is a time-intensive endeavor, but the results we’re able to garner through this approach are worth the effort.
Tulsa Area: (918) 293-7582
OKC Area: (405) 936-3991
Fee-For-Service Financial Planning
Tulsa Area: (918) 293-7572
OKC Area: (405) 936-3905
Real Estate Services
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