3030 NW Expressway, Suite 300, Oklahoma City, OK 73112

(405) 603-4986
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Welcome to Ok401k

Welcome to Ok401k

401k Advisor. We are a leading 401k fiduciary advisor in Oklahoma for over 25 years serving employers all throughout the state. We help employees be smarter investors and save more. How do we do it? We provide onsite 401k education meetings that get people excited.

401k Rollovers to an IRA? We have the solution with a No Commission fiduciary advised IRA. Our low fee IRA has advice and help. Ever hear of those snobby advisors advertising on TV or Radio that you must have $500,000? At Ok401k we help everyone with their investment needs no matter how small they are.

Who is Ok401k?No Commission 401k RolloverAccess Your 401k

Our Clients

Helping investors from every background

Retirees & Pre-Retirees

Retirees & Pre-Retirees

Planning for Your Retirement

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Small Business Owners

Small Business Owners

Supporting small businesses

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Working Professionals

Working Professionals

Make your money work for you

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Women

Women

Understanding your unique needs

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Schedule A Consultation

If you believe you could benefit from working with a financial professional, let’s talk. We’ll work together to see how we can best serve you.

Request an Appointment

What We Do

When was the last time you sat down and had a practical conversation about your investments? If it’s been a while, it may be time to consult with a trusted ally.

Our team is comprised of industry experts with decades of combined experience. Whether you’re an early investor or a seasoned wealth-builder, clients from all walks have come to rely on our team.

Retirement

Your most important financial milestone

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Wealth Management

Portfolio construction and risk management

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Peak-Career

Wealth-building strategies for professionals

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Estate Strategy

Strategies for every phase of life

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Our Three Step Process

STEP

1

Setup

The more we know about you, your finances, and your goals, the better we can strategize.

STEP

2

Strategize

We’ll map out a financial strategy based on your goals, time horizon, and risk tolerance.

STEP

3

Execute

Life changes? Market volatility? We’ll keep your financial blueprint on track every step of the way.

Get your financial journey started today.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Schedule A Free Consultation

We’d love to learn more about you and your financial goals. Our form is the best way to schedule an introductory call.

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