Overview

We operate as a true holistic tax and investment planning firm with five offices in Oklahoma. We are client and culture focused first and always. We are only interested in acquiring firms with similar mission, vision, and values. We have a team of incredible, caring professionals who are servant leaders. We are looking to double our size in the next 5-7 years in OK and perhaps the central US. We believe investment planning and management is multi-faceted, and we are uniquely qualified and strategically structured to add distinct value and truly have a competitive advantage which ultimately transcends into a complete client advantage.

Market
Advisor/RIA
Member Level
Premier
Last Activity
this week

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