Edmond, OK Office

Bane O’Leary LLC is a small team advisory firm managing roughly $85 million for about 166 primarily individual and high‑net‑worth clients, offering discretionary portfolio management alongside ongoing and one‑time financial planning services. The firm’s planning offerings include Social Security analyses and tax planning reports in addition to cash‑flow, retirement, estate and education planning components.

The firm implements model portfolios under discretionary authority tailored to each client’s goals, time horizon and risk tolerance, using fundamental and technical analysis and long‑term purchase strategies. Accounts are monitored regularly with formal reviews at least quarterly and reporting delivered to clients through custodial statements and periodic performance reports.

Compared with many peers, Bane O’Leary conducts no‑charge public seminars and workshops as an explicit educational outreach, and it documents Social Security and tax planning recommendations in written reports as standalone services. Advisors at the firm hold Registered Financial Consultant credentials and also maintain licensed insurance practices (approximately 15% of representatives’ time), a cross‑practice arrangement the brochure discloses and says is managed through procedures and fiduciary obligations.