A complete list of active advisors currently associated with Wealth Oklahoma

Warmer can help you find a great advisor at Wealth Oklahoma or one who fits your needs even better.

Wealth Oklahoma provides discretionary portfolio management primarily for individuals (including high‑net‑worth clients), trusts, estates, foundations and corporate entities, overseeing roughly $356 million in assets across about 166 client accounts. Its advisory services are offered exclusively through discretionary wrap‑fee programs administered with Raymond James, and the firm publishes a quarterly newsletter that is provided free to clients and prospects. The firm’s investment process is based on fundamental securities analysis and is implemented across six actively managed strategies — including Equity Value, Equity Income, Strategic Equity, Strategic Income and two balanced variants — with both long‑ and short‑term purchase horizons. Accounts are customized to client circumstances, but Wealth Oklahoma does not permit client‑imposed investment restrictions and focuses on discretionary management rather than non‑discretionary or brokerage‑only arrangements. Two features that distinguish Wealth Oklahoma from many peers are its role in sponsoring/coordinating wrap‑fee programs through a sub‑advisory relationship with Raymond James and its regular periodical communications to clients and prospects, both of which are uncommon in this peer group. The firm also discloses and manages potential conflicts tied to advisors’ dual roles as registered representatives and insurance agents with Raymond James affiliates and has expanded its risk disclosures to address cybersecurity and emerging‑technology (including AI) risks.

To learn more about the advisors currently working at Wealth Oklahoma, 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.