Grow your wealth.
Small town advisor. Big time trust.
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We provide clear, honest, and simple solutions to growing your wealth.

Solutions

Our business is modeled with the “Best Practices” principle in mind. We mirror what's proven to succeed, minimizing your risk.

Investment Management
Financial Wellness
Business Planning
Retirement Planning
Tax Coordination
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At every turn in your journey, you can trust in us.

Why Us

We keep the costs of our services low, provide honest recommendations, and give you the options you deserve.

We are an official Dave Ramsey SmartVestor Pro

Dave Ramsey SmartVestor Pros must pass a vetting process and adhere to a Code of Conduct. They are trustworthy experts who understand Dave Ramsey’s financial principles and share those values. Most importantly, a SmartVestor Pro's main goal is to give you the knowledge you need to make your own decisions.

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We are a Licensed Fiduciary.

  • A fiduciary is someone legally obligated to act in the best interest of another.
  • As one of the highest legal duties of one party to another, being a fiduciary requires being bound ethically to act in the other's best interests.
  • In other words, we ALWAYS have your back.

We give you the options you deserve.
All of them.

  • Bank advisors like Fidelity, Edward Jones, Morgan Stanley, and more have their own mutual funds, and are more likely to sell their own products.
  • As an independent advisor and a fiduciary, we will never limit your options and will always give you honest recommendations.

Our services are Fee-Only.
No hidden costs.

  • "Fee-Only" advisors aren't compensated for selling you specific financial products.
  • We only bill for assets invested with us. No additional annual fees, no account set-up fees, no account maintenance fees, no fees to build financial plans.

We interpret the fine print and jargon so you can make informed decisions.

About

Meet your financial guide.

After having earned my Bachelor of Business Administration from Oklahoma Panhandle State University in 2010 and my Master in Business Administration (MBA) from Southwestern Oklahoma State University in 2013, my purpose has been to assist people in navigating their financial journey ever since.

Regardless of who you are or your financial situation, my job is to be your financial planning specialist so that you don’t have to. And because of that, I try to cut the jargon and fine print to boost my clients' understanding.

One thing I believe in is that just because something's simple, it doesn’t mean that it’s easy. And just because something’s simple doesn’t mean it’s not effective. We try to keep things simple enough that they are actionable, and realistic enough that they are achievable.

"We try to keep things simple enough that they are actionable, and realistic enough that they are achievable."

Nick Mitchell
Financial Planner

Put in the work. Trust in the process. Think the big picture.

Our Approach

No single financial plan fits all. So before we can make recommendations, we must comprehend where you are now and what you are trying to accomplish.

Until we meet, here's a look at some things that define our approach.

Wealth building is a long-term process.

The best way to navigate the ups and downs you’ll experience over time is to have a plan in place - and you have to be ready to put in the work following that plan! We’ll help you build one that is dedicated to providing the steps towards a better financial future.

Trust Is Found­ational To Your Success.

If it’s financial freedom you seek, then you must be willing to listen to a specialist and trust in the process. You can depend on our specialty, but as your professional guide, we will never make decisions for you. We will always listen to what you want to accomplish and help you build a path towards those goals.

Keep the big picture in mind for your goals.

We know that life doesn't start and end with your finances! Intertwined with your financial goals is the life you want to live - and that is more important than any monetary goal. We strive to keep the big picture in mind when creating plans so that you can focus on what matters the most to you.

Financial freedom doesn’t happen like magic.

Want the next “hot stock tip”? Looking for a free solution to your money problems? Keep looking. There are no cutting corners if you are seeking financial freedom. But your financial goals don’t have to be complicated! Let us do the heavy-lifting and guide you along the way.

Interested in learning more about how we approach your financial success? We're happy to share!

Wherever you are, let us be your hometown guide.

Who We Serve

We serve those who want to build a better future. All we need to know is where you want to go.

Here are some of the people who we are happy to be working with right now.

Dave Ramsey Listeners

Ranchers & Farmers

Small Business Owners

Retirees

Families

You

Not any of the things above? Don't worry! If you want to take the steps to a better financial future, we want to help.

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We have the heart of a teacher, not a salesman.

Learn

We are committed to educating and empowering people striving for long-term wealth.

Explore these topics and learn for yourself.

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