Overview

We are a firm headquartered in Tulsa, OK, with offices in Bartlesville, OK. Started in 2018 by founders with over 50 years of large brokerage firm experience. We have doubled in asset size since 2019. We are IARs with no Series 7 business. We are looking to sensibly expand our presence in California, Oregon, Texas, Kansas, Missouri, Arkansas, and Oklahoma. We will bring on brokerage firm advisors with a higher payout offering, and a set retirement agreement, or purchase other RIA firms. We have three CFPs and a CFA on staff, and provide full discretionary money management and financial planning for our clients.

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