Mason A. Cannefax
Investment Research Analyst
Financial Advisors in Oklahoma City, OK
At Savant Wealth Management in Oklahoma City, OK, our fiduciary financial advisors dedicate themselves to helping you approach your financial future with confidence and clarity. As a fee-only, majority employee-owned firm, our goal is to help provide objective advice that aligns with your best interest. From our office at 9108 N Kelley Avenue, we work with individuals, families, and business owners to create customized strategies for managing, growing, and protecting wealth.
While most of our clients have $750,000 or more in investable assets, we also collaborate with those who anticipate meaningful financial growth from career advancement, business ownership, or inheritance.
If you’re preparing for retirement, navigating complex financial decisions, or aiming to align your investment, tax, and estate planning strategies, our Oklahoma City-based team is here to help. Schedule your introductory consultation to learn how Savant can help support your long-term goals with clarity and care.
Why Choose Savant in Oklahoma City for Financial Planning?
Savant Wealth Management brings national depth and local insight to every client relationship. Our Oklahoma City advisors are committed to providing personalized guidance backed by the strength of a collaborative, credentialed team. As fiduciaries, we are legally bound to act in your best interests, providing transparent advice. From building your wealth to protecting what you’ve earned, we focus on your goals and offer ongoing support through every stage of life.
Financial Planning Services Offered at Our Oklahoma City Office
Our Oklahoma City office offers a full spectrum of comprehensive financial services designed to help you meet your evolving needs. From investment and retirement planning to estate planning and tax strategies, our integrated team approach helps to ensure every part of your financial life works in harmony. Explore the service options below to see how Savant can help you pursue your goals.
Meet Our Oklahoma City Financial Advisors
Our Oklahoma City financial advisors bring years of experience and a fiduciary commitment to every client interaction. With specialized knowledge in tax strategy, estate planning, and investment management, we offer well-rounded support for individuals, families, and business owners across the region. We take pride in serving the Oklahoma City community with thoughtful guidance and a personalized approach tailored to your goals.
Mary V. Young
CPASenior Manager of Tax & Consulting
Caleb J. Dillard
CFA®Senior Managing Partner
Jared B. Snider
JDFinancial Advisor
Philip I. Ross
CPA, MAccFinancial Advisor
Alexander C. Berney
JDManaging Partner
Lori C. Stephenson
CFP®Financial Advisor
Kevin G. Bond
Investment Research Analyst
Savant's Financial News & Views | Oklahoma City, OK
Why Exencial Chose Savant: A Conversation with John Burns and Caleb Dillard
Exencial leaders share why they partnered with Savant and how the firms align in their approach to clients, values, and growth.
Estate Planning Strategies for Affluent Families in Oklahoma City
Explore estate planning strategies for affluent families in Oklahoma City and how thoughtful planning can help address wealth preservation and support long-term legacy goals.
Financial Planning for High-Income Professionals in Oklahoma City
Explore financial planning strategies for high-income professionals in Oklahoma City, including tax planning, investing, and retirement strategies.
Understanding Tax-Efficient Investment Planning for Oklahoma Residents
Explore potentially tax-efficient investment strategies for Oklahoma City residents and how thoughtful planning can help improve long-term outcomes and portfolio efficiency.
Upcoming Webinars
The $1M+ Question: When Can You Afford to Stop Working?
July 8 | 1:00 PM CTIs Retirement Within Reach? Have at least $1M saved? Review key financial factors before stepping away from your career.
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Protecting Your Wealth from Long-Term Care Costs
July 15 | 1:00 PM CTCare Costs and Your Wealth – Learn how long-term care costs may affect your financial plan. Best for those with $750K_ saved for retirement.
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