A complete list of active advisors currently associated with Blessed Financial Investments, LLC

Warmer can help you find a great advisor at Blessed Financial Investments, LLC or one who fits your needs even better.

Blessed Financial Investments, LLC provides portfolio management, financial planning, and financial consulting to a range of clients, including individuals, high‑net‑worth clients, pension and profit‑sharing plans, charitable organizations, and business entities. The firm also offers an educational seminar series called Financial Freedom and prepares individualized Investment Policy Statements for ongoing advisory relationships. BFI describes a tailored, discretionary approach that documents client risk tolerance and uses a mix of analytical methods—charting, cyclical, fundamental, quantitative, technical analysis, and modern portfolio theory—to design portfolios. The firm may implement a variety of strategies, including long‑ and short‑term trading, options, margin and short sales, and states it seeks fair allocation of limited investment opportunities among client accounts. Compared with many peers, BFI combines its advisory services with a Biblically framed, multi‑session educational program (including personality assessment elements) and makes hourly consulting and paid seminars part of its offerings, which is uncommon for managers of pooled or institutional assets. The brochure also discloses a broad investment opportunity set—private placements, venture capital, cryptocurrencies, leverage/derivatives—and the possibility of performance‑based arrangements for qualified clients, and it states that clients will be required to use a specific custodian (AssetMark).

To learn more about the advisors currently working at Blessed Financial Investments, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name
Location
Years of experience
Micah Ogden profile photo Micah Ogden
Edmond, OK
4
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