Founded in 1978, Capital Advisors is a wealth management firm with over $6B in assets under management. We offer a uniquely transparent investment process that lets you see exactly where you’re headed, every step of the way. We work with individuals and advisors to develop purposeful strategies that adjust to changing market conditions. You’ll find every member of our team to be open, accessible, objective and committed to earning your long-term trust. To learn more about us, visit capitaladv.com or email [email protected] See relevant disclosures here: https://www.capitaladv.com/disclosures/

We help you pursue your life and financial goals with greater clarity and confidence by promoting individualized strategies to help you attain new and greater success, enjoy your life more fully and build a lasting legacy. The Tulsa Wealth Advisors team helps focus your attention on the specific obstacles and dangers that could damage your quality of life and put your lifetime vision at risk. With our focus zeroed in on your specific goals, we are able to consider the big picture, while tending to the smallest of details, to develop and implement strategies to help you pursue your life and financial goals. Tulsa Wealth Advisors is An Independent Firm. Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Raymond James financial advisors may only transact business in states where they are registered. Follow-up and individual responses involving either the effecting of or attempting to effect transaction in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where the financial advisor is not registered. Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any websites's users and/or members.

We look for exceptional entrepreneurs that address large markets. We invest early and like to be as helpful as we can both pre and post investment. Being based in Tulsa is not a requirement for direct investment consideration, but it is preferred. Most of our investments will be in early stage venture funds from other parts of the country and world. We look for funds with cumulative advantages in their investment space that can drive outsized returns, but also those who will be willing partners in our effort to build a tech ecosystem in the city of Tulsa. Some opportunities make more sense as a partnership than an investment. In those situations, we have a broad enough mandate to be creative in how we collaborate to achieve common goals.

ChartMark Investments, Inc. is a registered investment advisor providing portfolio management, investment consulting and financial planning solutions to individuals, small businesses and institutions. We focus on portfolio management services including securities selection and trading, investment policy development and asset allocation. In addition, we maintain strategic alliances with financial and legal professionals to coordinate and deliver a wide range of investment services for our clientele. 

DP Financial was founded on the principles of excellence, integrity, quality, and value. Our mission is to provide small businesses and business owners access to all their financial needs being met under one roof. From personal financial planning and investment strategy to everyday tax and accounting. With more than 17 years in the industry, we have learned the art and value of placing our customers first and have cultivated a culture of excellence, in both product and service. DP Financial & Tax - serving the Tulsa community one small business at a time!

Legacy is a fee only, independent registered investment advisor that provides prudent investment advisory services to individuals, 401k plans, trusts, foundations, and businesses. We believe financial markets are efficient, risk and return are related, and diversification and discipline are the keys to a successful investment experience. We do not believe in traditional active investment management practices such as stock picking and market timing. Legacy was founded to provide a Successful Investment Experience to empower you to reach your goals. A Successful Investment Experience results from owning a Broadly Diversified Global Portfolio. It is inherently designed to weather market downturns and to capture the growth generated by market upturns. Our relationships are established upon Trust and Integrity. In other words, the investment philosophy works and we will place your best interest first. We serve individuals, business owners, trustees, and foundations

Have you planned for retirement? We’re one of Tulsa’s premier #Investment Couple. Featured Nationally on FOX Business News, Wall Street Journal, CNBC & more! With more than 12 years of experience in wealth management, Waterstone Private Wealth Management is the principal provider of comprehensive services to help work toward the unique risk-management needs of retirees and pre-retiree’s. In other words, we’ve got your back. Services include: Asset Management Retirement Planning Insurance Estate Planning 401k Rollovers Specialized Services for: Retirees Business Owners Executives Physicians Client Base Includes: Individuals Families Small Businesses Securities offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency), Member FINRA/SIPC. (For hyperlinks to FINRA and SIPC, please refer to 'Contact Info'​ section above.) Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Third party posts found on this profile do not reflect the views of Cetera Advisor Networks and have not been reviewed by Cetera Advisor Networks as to accuracy or completeness.

At Warburton Capital, we help our clients make work optional and maintain that status. We are independent, fee-only, fiduciary advisors who bring years of experience to bear on every aspect of your financial life. We view true Wealth Management as beginning with a Disciplined Consultative Process to determine a clients values, needs, goals, resources and obligations. Armed with this information we assist in making Smart Financial Decisions and Coordinating the Advanced Planning necessary to achieve complete and comprehensive advanced planning.

• Oversee daily activities, budgets, and schedules of all staff members including hiring and training on systems; Salesforce, Redtail, Adviceworks• Maintain computer systems, website design and compliance, and electronic filing system of client documentation• Generate and process account documents and process distributions• Participate in compliance audits of all systems and employees• Develop operational procedures that create a positive, efficient work environment• Create new marketing strategies to define the company's image and objectives