TOP 30 Best Legacy wealth management in Edmond, Oklahoma

Chisholm Trail Wealth Planning is a finance institution located at 16364 Muirfield Place in Edmond, Oklahoma, United States. Our team of experienced financial advisors are dedicated to helping clients navigate the complexities of wealth management and financial planning. Whether you are looking to grow your investments, plan for retirement, or protect your assets, we are here to provide personalized solutions to help you achieve your financial goals. Contact us today to schedule a consultation and take the first step towards securing your financial future.

Soard Financial Management, LLC is a finance institution located at 1967 West 33rd Street in Edmond, Oklahoma, United States. They specialize in providing comprehensive financial management services to individuals and businesses. With a team of experienced professionals, Soard Financial Management, LLC offers personalized financial planning, investment strategies, retirement planning, and wealth management services. Their goal is to help clients achieve their financial goals and secure their financial future.

Cornerstone Wealth Management is a leading financial institution located at 869 East 33rd Street in Edmond, Oklahoma, United States. Specializing in wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are planning for retirement, investing for the future, or managing your assets, Cornerstone Wealth Management provides personalized and comprehensive financial solutions tailored to your individual needs. Trust us to be your partner in building and preserving your wealth.

Fifth Avenue Wealth Management is a premier financial institution located at 14033 North Eastern Avenue in Edmond, Oklahoma, United States. Specializing in wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Fifth Avenue Wealth Management offers personalized solutions tailored to your unique needs. Trust us to provide you with expert guidance and support as you navigate the complexities of the financial world. Visit us today to start your journey towards financial success.

Redrock Wealth Advisors is a leading financial institution located in Edmond, Oklahoma. Our team of experienced advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies and wealth management services. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, we are here to provide expert guidance and support. Visit us at 3424 Northwest 178th Street to learn more about how Redrock Wealth Advisors can help you secure your financial future.

Rick Marshall Wealth Management Group LLC is a premier finance institution located at 15310 North May Avenue in Edmond, Oklahoma, United States. Specializing in wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized solutions and expert advice, we strive to provide top-notch financial planning and investment strategies tailored to each client's unique needs. Trust Rick Marshall Wealth Management Group LLC to guide you towards financial success and peace of mind.

Tungsten Wealth Management is a leading finance institution located at 15816 North Pennsylvania Avenue in Edmond, Oklahoma, United States. Our team of experienced financial advisors are dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, Tungsten Wealth Management provides expert guidance and tailored solutions to meet your needs. Contact us today to schedule a consultation and start building a brighter financial future.

Perissos Private Wealth Management, located at 15310 North May Avenue in Edmond, Oklahoma, is a finance institution dedicated to unifying Financial Planning, Tax Planning, Estate Planning, and professional Investment Management into a seamless experience for clients. Our mission is to empower clients by integrating every facet of their financial lives, from retirement dreams to estate aspirations, strategic tax planning to expert investment management. We have been named one of Oklahoma's Best Financial Advisory Firms in 2023, offering comprehensive wealth management services that bring the Family Office Framework to all clients. Our team of experts collaborates to develop personalized strategies aimed at minimizing tax liabilities, preserving wealth, and achieving long-term financial goals with confidence. With a focus on risk management and long-term growth, we construct diversified portfolios designed to generate consistent returns in varying market conditions. Our partnership with seasoned CPAs ensures the seamless integration of tax planning into your financial strategy. At Perissos, you will work with a Financial Advisor (CFA charterholder) to oversee the financial planning and investment management process, providing you with the depth of training and knowledge needed to navigate the complexities of the financial landscape. Our team, led by founder Brandon, is committed to bridging the gap between financial planning, tax planning, estate planning, and asset management, providing comprehensive private wealth management services tailored to each client's unique goals. Embark on a journey towards financial empowerment with Perissos Private Wealth Management today.

Hancuff Wealth Management Group is a leading finance institution located in Edmond, Oklahoma, United States. Our experienced team of financial experts is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. With a focus on building long-term relationships based on trust and integrity, we provide comprehensive financial planning, investment management, and retirement planning services. Visit us at 2964 Via Esperanza to learn how we can help you secure your financial future.

Edward Jones - Financial Advisor: Michael Edmonds is a reputable financial institution located at 9300 South Pennsylvania Avenue in Oklahoma City, Oklahoma. As a trusted finance advisor, Michael Edmonds is dedicated to helping clients achieve their financial goals through personalized investment strategies and expert financial advice. With a focus on building long-term relationships and providing exceptional customer service, clients can trust Edward Jones to help them navigate the complexities of the financial world with confidence.

Cornerstone Wealth Services OKC is a finance institution located at 2908 Via Esperanza in Edmond, Oklahoma. Our team of experienced professionals is dedicated to providing personalized wealth management services to help our clients achieve their financial goals. Whether you are looking to plan for retirement, invest for the future, or protect your assets, we are here to help. With a focus on integrity and transparency, Cornerstone Wealth Services OKC is committed to building long-term relationships with our clients based on trust and sound financial advice. Contact us today to learn more about how we can help you secure your financial future.

Legacy Financial Solutions, LLC is a reputable finance institution located at 941 West I 35 Frontage Road in Edmond, Oklahoma. We specialize in providing a wide range of financial services to individuals and businesses, including investment management, retirement planning, tax preparation, and more. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or minimize your tax liabilities, Legacy Financial Solutions, LLC is here to help. Contact us today to schedule a consultation and learn how we can assist you with your financial needs.

Legacy Advisors, LLP is a leading financial advisory firm located at 1050 East 2nd Street in Edmond, Oklahoma. Our team of experienced advisors is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized service and tailored solutions, we offer a wide range of services including investment management, retirement planning, estate planning, and more. At Legacy Advisors, LLP, we are committed to providing our clients with expert guidance and support every step of the way. Contact us today to learn how we can help you build and preserve your legacy.

Seda Law Firm PLLC, located in Edmond, Oklahoma, is a premier estate planning and probate legal team dedicated to providing families with peace of mind during the most difficult times of their lives. Specializing in guiding families through the complexities of estate planning, the firm ensures that assets are passed on as desired, minimizing family conflicts and avoiding the complexities of probate. With a focus on empowering Oklahoma families to take control of their future, Seda Law Firm offers clear and comprehensive estate planning services that address important questions such as who will care for minor children, make healthcare decisions, and where assets will go. The firm's experienced team works collaboratively to create personalized legal plans tailored to each client's specific situation.

Papin Law, PLLC is a trusted institution located at 1424 Fretz Avenue in Edmond, Oklahoma, United States. Specializing in Business Law and Estate Planning, attorney Chris Papin provides expert legal counsel to small businesses and business owners in areas such as LLC and Corporation Formation, Tax Planning, and transitioning assets to the next generation. With a focus on helping entrepreneurs and existing business owners establish and maintain proper business structures, Papin Law, PLLC also offers services in drafting trusts, wills, and structuring effective plans to maintain wealth and minimize risk for families. With a comprehensive approach to legal counsel, Papin Law, PLLC ensures that clients receive guidance tailored to their business and family goals. By providing structured and intentional expert advice during all stages of the business and family lifecycle, the legal team at Papin Law, PLLC helps clients make informed decisions to protect their assets and achieve their objectives.

American Family Estate Preservation, Inc. is a finance and legal institution located at 861 East 33rd Street in Edmond, Oklahoma, United States. Specializing in estate planning and preservation, this institution offers expert advice and services to help families secure their financial future. With a team of experienced lawyers and financial advisors, American Family Estate Preservation, Inc. is dedicated to helping clients protect their assets and ensure their loved ones are taken care of. Whether it's creating wills, establishing trusts, or navigating probate proceedings, this institution is committed to providing comprehensive solutions tailored to each client's unique needs. Trust American Family Estate Preservation, Inc. to safeguard your family's legacy for generations to come.

M Advisor is a leading financial institution located at 501 East 15th Street in Edmond, Oklahoma, United States. Our team of experienced advisors is dedicated to helping clients achieve their financial goals through personalized strategies and expert guidance. Whether you are planning for retirement, investing for the future, or navigating complex financial decisions, M Advisor is here to provide the support and expertise you need. Contact us today to learn more about how we can help you secure your financial future.

Householder Group Oklahoma, located at 2601 Kelley Pointe Parkway in Edmond, Oklahoma, is a finance institution dedicated to serving clients through deep and lasting relationships. Specializing in retirement and estate planning, Householder Group offers independent, objective advice tailored to each individual's financial needs. Their team of professionals provides prompt, personal, and professional services to help clients achieve their financial objectives both now and in the future. With a focus on integrity and trust, Householder Group strives to manage the financial freedom of their clients through a comprehensive and flexible planning model. Their advisors, who are Investment Advisor Representatives, take a holistic approach to financial planning, considering the client's entire financial picture and offering practical strategies. Certified by the CFP Board of Standards, Householder Group Estate and Retirement Specialists LLC. is a separate entity from LPL Financial, providing financial and tax planning, investment counseling, and a wide variety of services to address individual financial goals. Whether you are planning for retirement, managing your estate, or seeking investment advice, Householder Group Oklahoma is committed to helping you secure a financially sound future.

David Dick Financial, LLC is a reputable finance institution located at 30 East Campbell Street in Edmond, Oklahoma, United States. With a commitment to providing top-notch financial services, our team of experts is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, David Dick Financial, LLC is here to help. Trust us to provide personalized solutions tailored to your unique needs and circumstances. Contact us today to schedule a consultation and take the first step towards securing your financial future.

Edward Jones - Financial Advisor: Franklin Van Beckum, AAMS™|CRPC™ is a trusted financial institution located at 16412 Muirfield Place in Edmond, Oklahoma. Specializing in finance, Franklin Van Beckum offers personalized financial planning services to help clients achieve their financial goals. With certifications in AAMS™ and CRPC™, clients can trust in his expertise and knowledge to guide them towards a secure financial future. Whether you are looking to invest, plan for retirement, or save for a big purchase, Edward Jones - Financial Advisor: Franklin Van Beckum, AAMS™|CRPC™ is dedicated to providing top-notch financial advice and support.

Raymond James Financial Services is a finance institution located at 211 North Broadway in Edmond, Oklahoma, United States. They offer a wide range of financial services including investment advice, retirement planning, wealth management, and more. With a team of experienced financial advisors, Raymond James is dedicated to helping clients achieve their financial goals and secure their financial future. Their commitment to personalized service and expert guidance sets them apart as a trusted partner in financial planning.

Edward Jones - Financial Advisor: Jared C McCoy, CRPC™ is a trusted financial institution located at 15820 North Pennsylvania Avenue in Edmond, Oklahoma. With a focus on personalized financial planning and wealth management, Jared C McCoy, a Certified Retirement Planning Counselor (CRPC™), offers expert advice and guidance to help clients achieve their financial goals. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investments, Jared C McCoy and the team at Edward Jones are dedicated to providing top-notch service and support. Contact them today to schedule a consultation and take the first step towards a secure financial future.

Edward Jones - Financial Advisor: Brian B Cohlmia is a trusted financial institution located at 14009 North Eastern Avenue in Edmond, Oklahoma. As a dedicated finance professional, Brian B Cohlmia provides personalized financial advice and services to help clients achieve their financial goals. Whether you are planning for retirement, saving for education, or investing for the future, Brian B Cohlmia is committed to providing expert guidance and support every step of the way. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Brian B Cohlmia is the go-to destination for all your financial needs in the Edmond area.

Ethan Hulme - Thrivent is a finance institution located at 1616 East 19th Street in Edmond, Oklahoma, United States. Our team of financial experts is dedicated to helping individuals and families achieve their financial goals through personalized financial planning and investment strategies. We offer a range of services including retirement planning, wealth management, insurance, and more. With our commitment to integrity and excellence, we strive to provide our clients with the best possible financial solutions to secure their future. Visit us today to learn how we can help you achieve financial success.

Edward Jones - Financial Advisor: Teale N Trammell is a trusted financial institution located at 15015 Bristol Park Boulevard in Edmond, Oklahoma. As a dedicated financial advisor, Teale N Trammell provides personalized investment strategies and financial planning services to help clients reach their long-term financial goals. With a focus on building strong relationships and providing top-notch customer service, Edward Jones - Financial Advisor: Teale N Trammell is committed to helping clients navigate the complexities of the financial world with confidence and peace of mind.

Raymond James Financial Services is a finance institution located at 1245 East 33rd Street in Edmond, Oklahoma, United States. This institution offers a wide range of financial services, including investment advice, wealth management, retirement planning, and more. With a team of experienced financial professionals, Raymond James Financial Services is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or invest for the future, Raymond James Financial Services can provide personalized solutions to meet your needs.

Edward Jones - Financial Advisor: Casey Green is a finance institution located at 225 Lilac Drive in Edmond, Oklahoma, United States. As a trusted financial advisor, Casey Green provides personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships, Casey Green offers expert guidance and support in areas such as investments, retirement planning, and wealth management. Whether you are planning for the future or navigating a financial transition, Edward Jones - Financial Advisor: Casey Green is committed to helping you make informed decisions and secure your financial future.

Stagner Financial Advisory Group, LLC is a leading financial institution located at 2600 East Memorial Road in Edmond, Oklahoma, United States. With a team of experienced professionals, we offer a wide range of financial advisory services to help our clients achieve their financial goals. From retirement planning to investment management, we provide personalized solutions tailored to each client's unique needs. Trust Stagner Financial Advisory Group, LLC to guide you towards a secure financial future.

Edward Jones - Financial Advisor: Candace R Hobbs, CFP®|AAMS™ is a reputable financial institution located at 203 East Main Street in Edmond, Oklahoma. Specializing in providing personalized financial planning and investment services, Candace R Hobbs is a Certified Financial Planner and Accredited Asset Management Specialist. With a focus on building long-term relationships with clients, Edward Jones - Financial Advisor offers expert guidance and tailored solutions to help individuals and families achieve their financial goals. Whether you are planning for retirement, saving for education, or investing for the future, Candace R Hobbs and her team are dedicated to providing professional advice and support every step of the way. Visit their office today to start planning for a secure financial future.

Forge Financial is a finance institution located at 2901 South Bryant Avenue in Edmond, Oklahoma. As Oklahoma's longest tenured Dave Ramsey SmartVestor Pro, we are dedicated to helping our clients with investing and financial planning for retirement using faith-based principles. Our team believes in forming personal relationships with our clients to help them make wise financial decisions and establish goals for their financial future. With over 20 years of experience working with Dave Ramsey, we have integrated his Baby Steps into our DNA and business practices. When you choose Forge Financial as your SmartVestor Pro, you can trust that you will have a team of professionals committed to educating, empowering, and helping you reach your investment goals. We offer comprehensive investment strategies, insurance planning, estate planning, and tax advice to support you in achieving your financial goals. Securities are offered through LPL Financial, Member FINRA/SIPC, and investment advice is offered through Forge Financial Services, LLC. We take a holistic view of your financial goals, considering your assets, beliefs, and principles, and manage risks associated with potential losses. Our goal is to help you be successful and retire with dignity.