Timothy M. Courtney
CIMA®Senior Investment Strategist / Client Advisor
Financial Advisors in Oklahoma City, OK
At Savant Wealth Management in Oklahoma City, OK, our fiduciary financial advisors can help you approach your financial future with confidence and clarity. As a fee-only, majority employee-owned firm, we aim to provide objective advice that aligns with your best interests. 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 work with those who anticipate meaningful financial growth from career advancement, business ownership, or inheritance. Clients may come to us while planning for retirement, coordinating estate and legacy decisions, or navigating the tax considerations that come with a high-income career.
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 can 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 provide personalized guidance drawn from a collaborative, credentialed team. As fiduciaries, we are required to act in your best interests. Our advisors provide personalized financial guidance based on your goals and circumstances. Our Oklahoma City team works with clients on a range of planning strategies, including wealth accumulation, wealth preservation, retirement planning, tax planning, and estate planning, and provides ongoing guidance as their needs evolve.
Financial Planning Services Offered at Our Oklahoma City Office
Our Oklahoma City office offers 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 coordinate every part of your financial life. By bringing together multiple financial disciplines, we can help clients make informed decisions and adapt strategies as circumstances change. 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 work closely with clients to navigate important financial decisions and build strategies that support their long-term goals. We take pride in serving the Oklahoma City community with thoughtful, personalized guidance.
Jared B. Snider
JDFinancial Advisor
Lori C. Stephenson
CFP®Financial Advisor
Alexander C. Berney
JDManaging Partner
Benjamin M. Courtney
Investment Research Analyst
Mason A. Cannefax
Investment Research Analyst
Caleb J. Dillard
CFA®Senior Managing Partner
Mary V. Young
CPASenior Manager of Accounting & Business Advisory
Financial Planning Tools and Resources for Oklahoma City, OK, Residents
Informed financial decisions start with the right resources. Our Oklahoma City team provides planning tools, educational insights, and financial guidance that can help you evaluate opportunities, navigate important decisions, and stay focused on your long-term goals. Below you’ll find articles written for Oklahoma City readers, live and on-demand webinars, and planning guides covering topics such as estate and legacy planning, tax considerations, and retirement income.
Savant's Financial News & Views | Oklahoma City, OK
Rebalancing: The Simple Habit That Keeps Your Investment Blueprint on Track
Rebalancing keeps your portfolio aligned with your plan. Learn how it may help manage risk, soften downturns, and put buy-low, sell-high discipline to work.
Citywire Recognizes Savant as a Top Growth Firm
Savant Wealth Management was named a runner-up on Citywire’s 2026 50 Growers Across America list, recognizing the firm’s continued growth.
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.
Upcoming Webinars
Working on Your Own Terms: A Guide to Semi-Retirement
October 7 | 1:00 PM CTDon't Miss This Webinar! Have $750K+ saved? Learn about semi-retirement and factors to consider when transitioning from full-time work.
Save Your Seat
Medicare Planning for High-Net-Worth-Retirees: Common Mistakes to Avoid
October 14 | 1:00 PM CTNavigating Medicare – Preparing for retirement? Explore Medicare considerations in a webinar designed for those with $750K+ saved.
Sign Up
Is It Time to Move? Financial Considerations for Retirees
October 21 | 1:00 PM CTConsidering a move in retirement? Explore key considerations. Intended for those with $750K+ saved.
Register Today
Webinars On Demand
Did you miss our latest webinar? Do you like to do video learning on your own time? Catch our webinars on demand here or watch some of our “Ask an Advisor” series of videos for financial wisdom, available to you – anytime!
Watch NowFAQs About Financial Advisors in Oklahoma City, Oklahoma
Why work with a financial advisor in Oklahoma City, OK?
Working with a local financial advisor in Oklahoma City provides access to personalized guidance and ongoing support as your financial needs evolve. Whether you’re planning for retirement, managing investments, or navigating major financial decisions, a local advisor can help you create a strategy aligned with your goals.
How can a financial advisor help with estate and legacy planning?
Estate planning often involves decisions about how you title and transfer assets, and how those choices fit your broader financial plan. A financial advisor can help evaluate these decisions alongside your investment and tax strategy.
What wealth management services are available through Savant’s Oklahoma City office?
Our Oklahoma City office offers investment management, retirement planning, estate planning, tax advisory, trust services, accounting and consulting services, and wealth management strategies that can help support long-term financial goals.
What should high-income professionals in Oklahoma City consider when planning for retirement?
Retirement planning often involves evaluating income sources, investment strategies, tax implications, and estate planning needs. A coordinated approach can help support a smoother transition into retirement.
How can a financial advisor help business owners in Oklahoma City?
Business owners often face decisions about succession planning, retirement planning, tax strategies, and wealth management. A financial advisor can help align business and personal financial goals through a coordinated strategy.
How often should I review my financial strategy in Oklahoma City?
Many individuals review their financial strategy annually and after major life or financial events such as retirement, career changes, inheritance, business transitions, or significant market shifts.
What should I look for when choosing a financial advisor in Oklahoma City, OK?
When evaluating financial advisors, consider their experience, planning philosophy, compensation structure, and ability to provide guidance across multiple areas of your financial life.
How do I get started with a financial advisor in Oklahoma City, OK?
Getting started typically begins with a conversation about your goals, financial priorities, and current situation. From there, an advisor can help develop a personalized strategy tailored to your needs.
Connect with a Financial Advisor in Oklahoma City, OK, Today
Whether you’re planning for retirement, coordinating an estate plan, or navigating an important financial decision, our Oklahoma City advisors can help. Call our office at 405.478.1971, or schedule a consultation to learn how personalized financial guidance can help support your long-term goals.
