The Best Financial Advisors in Tulsa

Let us help you find the best financial advisor for your needs.

Here is our List of the 10 Tulsa Financial Advisor

ACT Financial Services, Inc.

At ACT Financial Services, we strive not only to provide you with unparalleled financial planning “Strategies for Life” but to develop meaningful relationships with our clients that are based on trust and integrity. When you choose our financial planning services you benefit from obtaining comprehensive advice from a team of highly qualified professionals-individuals with past experience in addressing your particular financial goals.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention – from planning to execution to follow-up. We take a proactive approach in helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.

4111 South Darlington Avenue Suite 800 Tulsa, OK 74135

Cadent Capital Advisors, LLC

At Cadent, we are dedicated to client success. We provide simple solutions to complex financial matters and partner with clients to follow a disciplined, consistent process.

Experience
With over 100 years of business and industry knowledge, clients benefit from our disciplined asset management approach and delivery of unbiased recommendations to meet client goals.

As an independent firm, client interests are at the forefront of the advice we give. We listen to clients to help execute financial plans unique to each client with objectivity and embracing each clients personal and emotional needs.

Some firms focus on what you are worth. We focus on what you value.

Investment Management
Financial Planning and Cash Flow Management
Risk Management
Tax Planning
Legacy and Estate Planning

Tulsa, OK 74137

Compass Pointe Financial LLC

Compass Pointe Financial is an independent, comprehensive financial services firm committed to helping our clients improve their long-term financial success. Our customized programs are designed to help grow, protect, and conserve our clients’ wealth by delivering a high level of personalized service and expertise.

Our team consists of experienced professionals with a “hands on” approach to financial guidance. Not only do clients find our team members knowledgeable, but they also discover that our staff truly cares about making their dreams a reality. Our ongoing success is dependent upon the skill, intensity, dedication and spirit of our employees. We do everything in our power to keep our clients focused on where they want to go, advise them on how to get there, and continually remind them of the importance of maintaining a disciplined approach to realizing their dreams.

Our Difference

Ongoing Personal Service

Our modest size allows us to deliver a degree of service, flexibility and special attention to detail seldom found in larger institutions. We are not just a voice on the phone or an anonymous 800 number. We know our clients, and that allows us to provide the exceptional customer service they deserve.

Free Investment Planning Consultation

We believe that education and understanding are the first steps toward financial independence. Furthermore, it is only through completely open channels of communication that our clients can accurately receive and process our recommendations. For this reason, we charge no hourly fees for our services, and every client’s investment plan is created free of charge.

Commitment to Research

In our ever-changing economic climate, proper planning requires knowledge and insight. Our tireless commitment to research and ongoing analysis enables us to reasonably and effectively assess our clients’ needs and help achieve their objectives.

Independent Structure

As an independent financial services firm, we function in a conflict-free environment, unhampered by artificial limitations or restrictive proprietary arrangements. We are not owned or financially supported by any bank, brokerage firm, insurance company or any other financial institution. Therefore, there is no pressure, and no incentive, to sell proprietary products. Our independence is essential, for it affords us the freedom to choose from a broad range of carriers, and to offer our clients the solutions to meet their individual insurance, investment and business needs.

State-of-the-Art Technology

Our investment in state-of-the-art technology allows us to monitor each of our clients’ accounts on an ongoing basis, recommending changes when appropriate.

4625 E 91st St. Tulsa, OK 74137

Financial Planning Resources

Our firm is dedicated to the improvement of your financial future.

As lifelong advisors, we’re focused on cultivating thriving relationships and portfolios. What truly sets us apart is our commitment to knowing you intimately and understanding the details of your family, needs and wants, and your financial situation and goals.

With the financial climate continuously fluctuating, our Wealth360 Process is dynamic and adapts to address life’s ups and downs. FPR is here to make sure you are on track to pursuing what is most important to you.

We’re proud to say our dedication to our principles and process has been the driving force behind FPR’s success, including an average client relationship of over 25 years.

The FPR team has been guiding people on their financial journeys for over 40 years, and we’ve learned some of the most effective routes to take and how to spot potential pitfalls along the way. And although no one can plan the future, we do our best to analyze the past and help plan for what we think the future may hold.

In case you’re wondering what your journey might look like, check out the below overview of the 7 Key Checkpoints that we help our clients work through:

Checkpoint 1 – Financial Overview
Checkpoint 2 – Retirement Planning
Checkpoint 3 – Financial Strategies
Checkpoint 4 – Insurance Analysis
Checkpoint 5 – Investment Planning & Review
Checkpoint 6 – Estate Planning
Checkpoint 7 – Family Meeting

2250 East 73rd Street Suite 650 Tulsa, OK 74136

First Mate Financial Advisors LLC

First Mate Financial Advisors LLC is a Tulsa-based, holistic wealth management firm focused on wealth, tax, and estate planning. The company was founded in March of 2011. By bringing together a suite of qualified financial professionals through a single point of service, First Mate is able to provide a holistic approach to wealth management strategies, with a passionate emphasis on meeting the specific needs of women and minorities. We can help review cash flow, taxes, retirement, risk management and wealth transfer strategies.

Plan. Grow. Preserve.

As independent financial advisors, we work one on one with clients to provide assistance in determining goals, finding appropriate investment strategies and educating on long-term investing. We help chart a deliberate course for retirement by specializing in the three areas described below.

Make a plan

Given the increasing complexity of retirement plans, number of options, and length of retirement, it’s not surprising that most people are turning to financial planners for help. Research shows that those with a financial plan save 220% more for retirement than the average person.

1516 S Boston Ave, Ste 100 Tulsa OK 74119

First State Investment Advisors | Tulsa Financial Advisors

We are a local firm that performs our own research and analysis to build for you a portfolio of the highest quality. No matter where you are at in your investment process, we can use our independent expertise to help you protect and grow your investments and reach your goals.

HIGH STANDARDS & EXPERTISE
Delivering quality investment strategies and client service is the cornerstone of our values. Utilizing an intelligent investment methodology that has been rigorously refined over the past 50 years, we build for each of our clients an investment portfolio custom-tailored to meet their unique needs and give them security and confidence as an investor.

At First State Investment Advisors, delivering quality investment strategies and client service is the cornerstone of our values. Our focus is to provide you with outstanding financial management service, and our commitment to personal attention allows us to become true partners in meeting your financial objectives. Together we can work to meet your goals through a proven investment standard, proprietary research and personalized service.

What We Do

Retirement Planning
Savings Growth
IRA and 401K Management
Company Retirement Plans
Non-Profit Asset Management
Trust and Estate Management
529 College Savings Plans
Wealth Management
Personal Financial Planning
Budgeting and Forecasting

8801 S Yale Ave, Suite 410 Tulsa, Oklahoma 74137

Gibraltar Capital Management

Traditional providers of financial services are focused on proprietary products, canned investment models and mass-marketed sales programs. Driven by the lure of commissions, their loyalties are tested daily. When combined with the pressure of generating quarterly profits for their firms, can conflicted advisors truly provide uncompromised service?

We approach our business with an entirely different belief system, focusing on your unique needs while meeting and exceeding your high expectations. You have unlimited ideas and limited time to act on them. We’ll help you make those dreams a reality by providing truly independent advice and customized solutions informed by our understanding of your whole life’s picture.

Markets are fluid, and the expected peaks and valleys make communication all the more important. We’ll always be available to act on changing conditions as that’s part of maintaining a truly close relationship.

“We work with clients to increase their net worth, but our real passion is helping families find purpose for that wealth. We look through the numbers and try to see people on the other side of the balance sheet and make a life connection with them. Our firm and clients are interested in utilizing money beyond self in creating wealth that makes a lasting impact. We have often counseled families making money decisions during emotional times such as selling the family business, retirement, births, deaths and divorces, helping them process the emotion so they can make smart choices.”

9125 S. Toledo Ave. Tulsa, Oklahoma 74137

Integrity Financial Services LLC.

Integrity Financial Services, LLC, was founded in 2008 with the original intent to help individuals plan for their retirement. Over the years we have evolved beyond retirement into helping people plan for their many financial milestones including college funding. Today we continue to help our clients find and ignite the full potential of their assets, relationships and inner passion for their dreams, issues and causes that matter most to them so they can achieve their goals and lead ever-more-fulfilling lives. We help individuals and their families in Tulsa by setting the standard for excellence, growing and succeeding together.

Investing and managing your money is a personal and often emotional process. You have worked hard to get where you are and now you want to make sure your money is working for you. At Integrity Financial, we take pride in the effort we put forward for our clients to make sure that we provide accurate financial planning guidance.

Our Approach
Your understanding of your investment strategy is paramount to our process and your success. We prioritize ensuring that you are educated on the financial products that we recommend so you have a clear understanding and confidence in how your money is invested. From educational seminars to one-on-one meetings, we provide a variety of ways to help you understand how to make your money work for you.

Understanding money and financial products can be difficult and at times even terrifying. One of the main concerns we find is that people are afraid of losing their money through risky investments. To ease our clients fear, we use an optimized investment process that minimizes your risk while maximizing your benefit. We encourage you to give us a call to learn more about our investment strategy.

2162 East 61st Street Tulsa, OK 74136

Investment Designers of Tulsa, Inc

At Investment Designers of Tulsa, we believe that an independent investment professional is in the best position to understand and serve your individual financial needs and preferences, whether you desire day-to-day investing or long-term planning. This is why our financial advisors offer access to a broad choice of investment and risk management vehicles.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

We invite you to check out all the material on our website. If you have any questions, please send us an email or call the office. We look forward to speaking with you.

3314 East 51st Street Suite S Tulsa, OK 74135-3527

J M Brown Financial Partners

J M Brown Financial Partners is an independent financial planning firm in Tulsa, Oklahoma. We understand that individuals face unique challenges to prepare for a sound financial future. We can help take the mystery out of preparing for today and tomorrow. Financial planning is a process that evolves over time. One faces specific planning issues at different stages in one’s life.

Whether your goal is preparing to save for your childrens college education, retirement funding and/or estate planning, our personalized service focuses on your needs, wants, and financial goals and objectives. By planning for your future you will get closer to attaining what we have termed “your perfect calendar” – what you have always wanted to do in life. Our team of professionals have many years of experience in the financial services industry. We can help you address your needs of today and for many years to come and look forward to working with you through every season of your life.

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. Our team of financial professionals can help you address issues or questions such as:

Investing principles and strategies
Retirement investing and distribution strategies
Estate conservation issues
Risk management