Plan Your Prosperity!
We are an independent financial planning and fee-only portfolio management boutique in Norman, Oklahoma.
We provide a transparent and holistic approach to your financial well-being and investments.
We are fiduciaries, not product or insurance driven, and we have no portfolio minimum.
Our recommendations are designed to help you meet your goals, not company quotas.
We are a Registered Investment Advisory firm registered in the state of Oklahoma. If you live out of state, please let us know, as we will need to either register in your state or meet de minimis exemptions.
Reach your goals through strategic, on-going planning and reviews.
We offer portfolio management or investment advice if you want to manage your own portfolio.
We analyze all areas of your financial life to provide a comprehensive financial plan for you:
cash flow, investments, insurance, retirement, taxes, and estate.
Openness, communication and accountablity are at our core.
We help you understand every investment decision made in your portfolio.
We are dedicated to financial literacy and industry professionalism.
We hold a Certified Financial Planner (CFP®) designation and are a Registered Investment Advisor of Oklahoma.
We are active in the Oklahoma Council on Economic Education and the Financial Planning Association.
We provide national training for financial advisors through the College for Financial Planning.