Find Help · Oklahoma
Verified financial advisors in
Oklahoma.
Financial Advisors serving Oklahoma. Before a listing appears here, we check the provider's phone, business address, and working website against the provider's own site, and MORTL writes the standard listing description from it. Sponsored Pro and Premium cards may include a provider-written bio.
Provider listings aren’t recommendations, endorsements, guarantees, or referrals. We don’t verify licenses, disciplinary history, availability, or quality. Check those directly before hiring.
What Oklahoma law says before a provider can do anything
Ask a funeral home about these before you sign. They set what has to happen, and when, no matter who you hire.
Verified in Oklahoma so far: 27 financial advisors, 5 hospice & palliative care, 4 funeral homes, 2 grief counselors.
Every figure here comes from MORTL's Oklahoma guide, which cites the statute or the state agency behind it. Read the Oklahoma guide for the rest of it: the cremation and burial rules in full, probate and the small-estate threshold, who inherits when there's no will, advance directives, and the estate tax.
If someone has already died, what to do first in Oklahoma is the order to work in. It's free and it always will be.
Bison Capital Advisors, LLC
Oklahoma investment management firm offering portfolio management and financial planning services in the Oklahoma City area.
Chappelwood Financial Services
Oklahoma financial advisory firm offering retirement strategy sessions, tax planning, income planning, and wealth management in the Edmond area.
Compass Capital Management, LLC
Oklahoma financial advisor offering retirement planning, financial planning, investment planning, and estate planning, including virtual advisor services, in the McAlester area.
Council Oak Wealth Advisors
Oklahoma financial advisory firm offering wealth management, portfolio management, and financial consulting services, including planning support for entrepreneurs, retirees, and new investors, in the Tulsa area.
Epic Wealth Management, LLC
Oklahoma financial advisory firm offering wealth management, asset preservation, and legacy planning services in the Oklahoma City area.
Fmi
Oklahoma investment management firm offering portfolio management, retirement funding, estate planning, and risk tolerance assessment services in the Ardmore area.
Forge Financial
Oklahoma financial advisor offering investment planning, retirement planning, insurance planning, and relationship management for tax, insurance, and estate advice referrals in the Edmond area.
Hughes Warren, Inc.
Oklahoma financial advisor offering financial and retirement planning and investment management and strategies in the Edmond area.
Humphreys Capital, LLC
Oklahoma investment firm offering real estate private equity investment funds, including HREIF Fund V, in the Oklahoma City area.
Jm2 Capital Inc.
Oklahoma investment advisory firm offering business consulting and wealth management services in the Edmond area.
Lig Capital Management, LLC
Oklahoma investment advisory firm offering portfolio management, risk managed portfolios, and wealth management services, including a transparent fee structure, in the Oklahoma City area.
Meliora Capital
Oklahoma investment advisory firm offering investment management, separately managed accounts, MLP strategy, and Multi-Cap Value Equity strategy services in the Tulsa area.
Oak Creek Private Wealth Management LLC
Oklahoma financial advisor offering wealth management and fiduciary services in the Tulsa area.
Olistico Wealth, LLC
Oklahoma financial advisor offering wealth management, family wealth services, and retirement plan consulting, including services for business owners and high-net-worth individuals, in the Tulsa area.
Pinnacle Investment Advisors
Oklahoma investment advisory firm offering portfolio strategies covering blue chip, small cap value, intermediate bonds, tax-exempt bonds, convertible/high-yield, and midstream energy investments, including financial planning and portfolio management services, in the Tulsa area.
Plan Group Financial, Inc.
Oklahoma financial advisory firm offering investment advisory and wealth management services in the Oklahoma City area.
Redstone Wealth Management, LLC
Oklahoma financial advisor offering wealth planning, portfolio management, and legacy and tax strategies, including retirement planning, in the Oklahoma City area.
Retirement Investment Advisors Inc
Oklahoma financial advisor offering retirement planning, investment management, and tax strategies, including retirement plan rollovers, estate planning, and Social Security optimization, in the Oklahoma City area.
Robert Stephen Capital Management LLC
Oklahoma financial advisor firm offering financial planning, investment management, retirement planning, estate planning, and insurance services, including risk-based asset allocation strategies, in the Tulsa area.
Sageoak Financial, LLC
Oklahoma financial advisor offering financial planning, investment management, wealth management, and institutional advisory services, including fiduciary advice and tax-efficient strategies, in the Tulsa area.
Sustainable Advisors Alliance LLC
Oklahoma financial advisory firm offering investment advisory and financial planning services in the Tulsa area.
Sutterfield Financial Group, Inc.
Oklahoma financial advisory firm offering investment planning, insurance planning, retirement planning, business and estate planning, and tax and accounting services in the Bartlesville area.
The Advisory Resource Group, LLC
Oklahoma financial advisor offering retirement planning, estate planning, investment planning, and college planning services in the Tulsa area.
Transcendent Capital Group
Oklahoma financial advisory firm offering financial planning, retirement planning, portfolio management, estate and charitable giving, business planning, education planning, fixed income services, alternative investments, banking and lending solutions, and longevity planning in the Edmond area.
Trinity Strategic Wealth
Oklahoma financial advisor offering retirement planning, investment management, estate and trust planning, tax planning, Medicare consulting, and values-based investing, including services for business owners and corporate executives, in the Tulsa area.
Triton Financial Group, Inc
Oklahoma financial advisor offering financial, business, and insurance planning, portfolio reviews, investment management, retirement, estate, and lifestyle resources in the Oklahoma City area.
Windle Wealth
Oklahoma financial advisory firm offering retirement, investment, tax, and estate planning services, including guidance on traditional and digital assets, in the Oklahoma City area.
About This Directory
How provider listings work.
Providers come from public sources and provider submissions. Before a listing goes live, MORTL checks the provider's phone, business address, and working website. MORTL writes standard listing descriptions from that site. Sponsored Pro and Premium cards may include a provider-written bio. A provider without a working website isn’t listed.
A listing isn’t a recommendation, endorsement, guarantee, or referral.
MORTL checks a license only for estate attorneys: a lawyer the firm names has to show as active on the state’s official lawyer lookup before the listing goes up. MORTL doesn’t verify any provider’s disciplinary history, availability, or quality of service. Provider information can change after a listing is added.
Before hiring any provider, check their license with the state licensing board or professional authority, get pricing in writing, and confirm availability directly.
Know Someone Good?
Suggest a provider.
Worked with a funeral home, grief counselor, hospice, financial advisor, or death doula worth finding? Tell us who they are. It takes a minute and it's free.
Every suggestion gets the same check as the rest of the directory: we confirm the provider's phone and address against their own website before anything is listed.
Death doulas aren’t in the directory because no verifiable registry exists to check them against. You can still suggest one; submissions stay open.
For Providers
Get listed. Free.
MORTL readers are planning ahead: people getting their wills, directives, and funeral wishes in order before a crisis. Listing here puts you in front of them before they need you.
A standard listing in the MORTL directory costs nothing, now or later. We list funeral directors, grief counselors, financial advisors, and hospice providers. Founding providers get in before the category fills up.
Death doulas can apply, but don’t appear in the directory yet: no verifiable registry exists to check a doula listing against.
A listing in the MORTL directory isn’t a recommendation, endorsement, guarantee, or referral. Before hiring any provider, verify credentials directly with the appropriate state licensing board.
Want paid placement? A standard listing stays free. Approved Featured plans add labeled sponsored placement and tier-specific card features. Compare Featured plans →
Don't see your state?
We're adding providers every week. Suggest a provider you've worked with, or sign up to be notified when your state goes live.
Financial Advisors by state
Every state has its own financial advisors page, and every listing is checked against the provider's own website before it appears.
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- West Virginia
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Provider Directory Disclosure: A listing in the MORTL directory isn’t a recommendation, endorsement, guarantee, or referral. Before listing, MORTL checks each provider's phone, business address, and working website. MORTL writes standard descriptions from that site; sponsored Pro and Premium cards may include a provider-written bio. MORTL doesn’t verify every license, disciplinary history, availability, or quality. Check credentials directly before hiring. Read our Provider Review Policy →