By appointment only. Arvest Wealth Management handles client assets through various products and services, including investments, retirement planning, estate planning, trusts and insurance. For clients with more complex planning needs, our advisors can offer specialized financial services designed for high-net-worth individuals, families and foundations. We're here to support your financial future and your legacy. When you experience our services, you'll enjoy the local support of a dedicated team that helps plan and prepare for your future. Our team of knowledgeable professionals focuses on providing custom solutions designed to meet the needs of each of our clients through a rigorous yet streamlined assessment. Check the background of our investment professionals on FINRA's BrokerCheck.

LiFEMORE Financial Group is a financial planning and wealth management firm dedicated to helping individuals and families achieve clarity and confidence in their financial decisions. Using a personalized, consultative approach, the firm assists clients with comprehensive financial planning, investment strategy, retirement preparation, insurance solutions, tax planning, and estate planning. By focusing on long-term financial wellness and tailored guidance, LiFEMORE aims to support each client's unique financial goals-whether saving for retirement, protecting assets, or preserving wealth across generations. With a structured planning process and a commitment to integrity and client-centered service, clients receive advice designed to help them navigate life's financial challenges with confidence.

Retirement Planners of America (RPOA) is a national Registered Investment Advisory firm that manages over $3.58 Billion for over 6,635 clients.* We provide retirement planning services to those in or near retirement. Our goal is for you to have financial peace of mind in retirement and for your money to last as long as you do. Advisory services offered by RPOA Advisors, Inc. (d/b/a Retirement Planners of America). *As of 12/31/23. Our ideal client has at least $250,000 in investible assets.

As a Modern Woodmen representative, I use my knowledge of financial products and needs to help my members and Tulsa, Oklahoma community plan for a secure financial future. Working together, I can help you develop a personal financial strategy unique to your needs and goals. Modern Woodmen of America is a member-owned fraternal financial services organization. We secure futures with financial guidance and products. As a fraternal, our members enjoy social, educational, and volunteer activities as well as special member benefits. Since 1883, Modern Woodmen has brought people together, supported families and strengthened communities nationwide. Modern Woodmen - touching lives, securing futures.

It's never too late to start planning for the future. Whether you are preparing for retirement, education, investment, insurance, or your estate, you can place confidence in Arvest Wealth Management to help prepare you for big events in your life, including Retirement, Education & Estate.

Tanya Wilson joined Arvest Wealth Management in Owasso and Tulsa as a client advisor. She brings both her experience from the financial services industry and her knowledge gained as a retail business owner. One thing she loves about her career is getting to know her clients and understanding their goals and priorities. She uses this knowledge to create a holistic financial plan to help them achieve their goals. Tanya is a graduate of the University of Arkansas in Fayetteville with a Bachelor of Science in finance. She holds the Chartered Retirement Planning Counselor and the Wealth Management Certified Professional designations. She is a board member for the University of Tulsa Friends of Finance, an organization dedicated to helping the university gain national prominence in the areas of finance and operations management. In her free time, Tanya enjoys traveling, cooking and spending time with her family.

Landon is an Arvest Wealth Management client advisor. He is dedicated to listening and understanding each clients' unique circumstances to provide the most suitable solutions to their financial needs. Landon believes it is a privilege to serve each client and grow the relationship over time. He uses a broad spectrum of investments, such as stocks, bonds, mutual funds, and insurance to create a custom retirement plan and investment strategy for each client. Landon graduated with a bachelor's degree from East Central University. He, his wife, Beth, and their child are active members of their community and local church.

It's never too late to start planning for the future. Whether you are preparing for retirement, education, investment, insurance, or your estate, you can place confidence in Arvest Wealth Management to help prepare you for big events in your life, including Retirement, Education & Estate.

It's never too late to start planning for the future. Whether you are preparing for retirement, education, investment, insurance, or your estate, you can place confidence in Arvest Wealth Management to help prepare you for big events in your life, including Retirement, Education & Estate.

It's never too late to start planning for the future. Whether you are preparing for retirement, education, investment, insurance, or your estate, you can place confidence in Arvest Wealth Management to help prepare you for big events in your life, including Retirement, Education & Estate.

Everything we do is catered to you, your goals and your unique situation. Working one-on-one with you, our customized approach is to develop a plan that will successfully build your net worth over time.

Welcome to Womack Investment Advisers, your trusted partner in comprehensive wealth management solutions. With over 30 years of experience serving clients in Edmond, OK, our team of expert financial advisors is dedicated to safeguarding and enhancing your financial well-being through personalized strategies tailored to your unique needs and aspirations. At Womack Investment Advisers, we understand the importance of protecting your hard-earned assets and securing your legacy for future generations. That's why we offer a comprehensive suite of services, including estate planning, insurance planning, and estate protection, to ensure that your wealth is preserved and transferred according to your wishes. Our experienced estate planning advisors work closely with you to develop customized strategies that minimize taxes and maximize asset protection. When you partner with Womack Investment Advisers, you can rest assured that your financial future is in good hands.

As a Modern Woodmen Financial Representative, I use my knowledge of financial products to help my members in Oklahoma, Arkansas, Florida, Colorado, Texas, Missouri and Kansas plan for a secure financial future. Working together, I can help you develop a personal financial strategy unique to your needs and goals. Modern Woodmen of America is a member-owned fraternal financial services organization. We secure futures with financial guidance and products. As a fraternal, our members enjoy social, educational, and volunteer activities as well as special member benefits. Since 1883, Modern Woodmen has brought people together, supported families and strengthened communities nationwide. Modern Woodmen - touching lives, securing futures.

It's never too late to start planning for the future. Whether you are preparing for retirement, education, investment, insurance, or your estate, you can place confidence in Arvest Wealth Management to help prepare you for big events in your life, including Retirement, Education & Estate.

Joe Lienhard is a client advisor with Arvest Wealth Management. In his role, Joe serves his clients by providing professional investment and retirement planning solutions specifically tailored to them. He graduated from Oklahoma State University with a bachelors degree in management where he also was a 4-year member of the Oklahoma State baseball program. After graduation, Joe played minor league baseball with the Royals for one year and he still stays active in baseball community by giving pitching lessons. Joe works closely with trust officers, private bankers, and portfolio managers to service the needs of his clients to help them meet their financial goals using a broad spectrum of financial planning strategies. He is dedicated to finding financial solutions for clients that fit their unique needs and lifestyles. In Joes free time, he can be found on the golf course or with family and friends.

It's never too late to start planning for the future. Whether you are preparing for retirement, education, investment, insurance, or your estate, you can place confidence in Arvest Wealth Management to help prepare you for big events in your life, including Retirement, Education & Estate.

We have helped Thousands of People Get to their Dreams & Goals, weather it be to buy that first home, get lower rates when buying cars, or scale their business by using personal credit or business credit. Wherever you are at in your life we help you get to the next step.

Tanya Wilson joined Arvest Wealth Management in Owasso and Tulsa as a client advisor. She brings both her experience from the financial services industry and her knowledge gained as a retail business owner. One thing she loves about her career is getting to know her clients and understanding their goals and priorities. She uses this knowledge to create a holistic financial plan to help them achieve their goals. Tanya is a graduate of the University of Arkansas in Fayetteville with a Bachelor of Science in finance. She holds the Chartered Retirement Planning Counselor and the Wealth Management Certified Professional designations. She is a board member for the University of Tulsa Friends of Finance, an organization dedicated to helping the university gain national prominence in the areas of finance and operations management. In her free time, Tanya enjoys traveling, cooking and spending time with her family.

Partners carefully analyzes your overall financial picture, including your assets, debts, and even future financial obligations such as college tuition and retirement plans. By closely evaluating your financial status, Partners provides the information needed to make wise and fair financial choices throughout the process of your divorce. Partners offers: Pre-divorce consultation; Inventory and review of assets and liabilities; Assessment of financial data; Identification of tax considerations; Comparison of settlement options; A financial advocate when you need it most

It's never too late to start planning for the future. Whether you are preparing for retirement, education, investment, insurance, or your estate, you can place confidence in Arvest Wealth Management to help prepare you for big events in your life, including Retirement, Education & Estate.

Tanya Wilson joined Arvest Wealth Management in Owasso and Tulsa as a client advisor. She brings both her experience from the financial services industry and her knowledge gained as a retail business owner. One thing she loves about her career is getting to know her clients and understanding their goals and priorities. She uses this knowledge to create a holistic financial plan to help them achieve their goals. Tanya is a graduate of the University of Arkansas in Fayetteville with a Bachelor of Science in finance. She holds the Chartered Retirement Planning Counselor and the Wealth Management Certified Professional designations. She is a board member for the University of Tulsa Friends of Finance, an organization dedicated to helping the university gain national prominence in the areas of finance and operations management. In her free time, Tanya enjoys traveling, cooking and spending time with her family.

Arrow Investment Management is Oklahoma's premiere financial planning firm. We focus on helping our clients find their path to financial freedom with custom investment, retirement, and goal-based plans. Our low-fee ETF portfolios are tailored to your goals and interests, and our lifelong financial planning services will help your family generate and preserve wealth. Our mission is to offer low-fee wealth management services to everyone, not just the ultra-wealthy. All Arrow advisors are fiduciaries that place the utmost importance on ethics and serving our clients with the respect and diligence they deserve.

It's never too late to start planning for the future. Whether you are preparing for retirement, education, investment, insurance, or your estate, you can place confidence in Arvest Wealth Management to help prepare you for big events in your life, including Retirement, Education & Estate.

A member of the Broken Arrow community for more than 30 years, I have been a financial representative at Modern Woodmen of America for nearly 20 years. I enjoy helping individuals, businesses and families solve financial problems by utilizing my knowledge of life insurance, annuity and investment products. I help them secure their financial futures and give them peace of mind. Modern Woodmen of America is a member-owned fraternal financial services organization. We secure futures with financial guidance and products. We touch lives with fraternalism. Since 1883, Modern Woodmen has brought people together, supported families and strengthened communities nationwide. Modern Woodmen - touching lives, securing futures.

Misty Dickinson is a client advisor with Arvest Wealth Management. She helps individuals plan for retirement and other financial goals and is dedicated to helping her clients find financial solutions that fit their unique needs and lifestyle. Misty assists clients in creating and implementing customized financial plans and investment strategies that work towards their various goals such as retirement, education, and wealth transfer. She is able to employ a wide variety of investment advisory, brokerage and insurance products and services in assisting her clients. She has worked for Arvest since 2017, holding various roles and responsibilities. She is a native of Shawnee, OK, where she and her children currently reside. Misty is a member of the Shawnee Lions Club and volunteers at the organization and her church.

Brad is a client advisor with Arvest Wealth Management. Born and raised in Oklahoma, he joined the Arvest team after completing his bachelor's degree in business administration with a concentration in financial planning at Northeastern State University. Brad helps clients plan for retirement and other financial needs using various types of investments including stocks, bonds, mutual funds, annuities, insurance and long-term care. He enjoys problem solving, and truly cares about helping other people be at their best. He believes everyone has a vision of what they want for their life, whether they say it out loud or not, and his goal is to educate his clients to help them meet their financial goals using a broad spectrum of financial planning strategies.

It's never too late to start planning for the future. Whether you are preparing for retirement, education, investment, insurance, or your estate, you can place confidence in Arvest Wealth Management to help prepare you for big events in your life, including Retirement, Education & Estate.

John Vermillion is an Arvest Wealth Management client advisor. In his role, John helps clients with financial planning, investment advice and asset management. He works closely with trust officers, bankers, and portfolio managers, while using an array of financial planning strategies to service the needs of his clients and help them meet their financial goals. John has worked for Arvest since 2019 and was born and raised in Broken Arrow, OK.

It's never too late to start planning for the future. Whether you are preparing for retirement, education, investment, insurance, or your estate, you can place confidence in Arvest Wealth Management to help prepare you for big events in your life, including Retirement, Education & Estate.

It's never too late to start planning for the future. Whether you are preparing for retirement, education, investment, insurance, or your estate, you can place confidence in Arvest Wealth Management to help prepare you for big events in your life, including Retirement, Education & Estate.