Jared’s Approach
Jared B. Snider
JD
Financial Advisor / Member Owner
Overview
Jared Snider is a financial advisor based in our Oklahoma City office, where he helps executives, business owners, wealth creators, and wealth inheritors as they build a work-optional lifestyle.
With more than 20 years of combined experience in financial services, law, and banking, Jared advises clients with complex financial lives by helping align investment strategy, tax planning, estate planning, and cash flow decisions into an integrated plan. He tailors each strategy to the client’s goals, opportunities, and challenges, with the goal of helping them gain clarity, confidence, and greater freedom with their time. Prior to joining Savant, Jared was a partner and senior wealth advisor at Exencial Wealth Advisors, which joined Savant in 2026.
Jared is a licensed attorney and member of the Oklahoma Bar Association, having previously practiced estate planning and real estate law. He double majored and earned a bachelor’s degree in music and business administration from Oral Roberts University in Tulsa, Oklahoma. He also earned a Juris Doctor (JD) from the University of Tulsa College of Law, where he graduated with highest honors as a member of the Order of the Curule Chair.
Jared lives in the Oklahoma City metro area with his wife, Lindsey, and their two children. Together, they hold active leadership roles in their local church, where Jared serves in men’s ministries and worship ministries. Jared and Lindsey co-founded Wellstead, a nonprofit that provides cost-free retreats for foster families, single-parent families, ministers, and survivors of tragedy. Jared also serves on the board for Bethany Children’s Center Foundation.
Areas of Focus
Comprehensive Wealth Management
Integrated guidance for your full financial life, bringing together investment, tax, estate, and retirement planning to support your goals.
Financial Planning
Our planning process helps you evaluate key areas of your financial life, uncover opportunities, and make decisions aligned with your goals.
Investment Management
Evidence-based investing designed to help you stay focused on long-term goals while navigating changing market conditions.
Estate Planning & Wealth Transfer
Thoughtful estate planning guidance to help organize your affairs, support your wishes, and prepare for future generations.
Trust Services
Comprehensive trust administration supported by integrated investment, tax, estate, charitable, and business succession planning services.
Education
- Oral Roberts University
Bachelor of Arts in Music, double major in Business Administration - University of Tulsa College of Law
Juris Doctor (JD), highest honors as a member of the Order of the Curule Chair
Professional Designations
- Juris Doctor (JD)
Affiliations
- Oklahoma Bar Association – member
- Wellstead – co-founder
- Bethany Children’s Center Foundation – board member
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
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