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WEALTH MANAGEMENT

FOR BUSY PROFESSIONALS

Customized financial planning to help you

reach your goals  and invest wisely.

A MODERN, FLEXIBLE APPROACH TO PLANNING

FEATURED IN

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INNOVATIVE SOLUTIONS FOR LONG-TERM FINANCIAL SUCCESS

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Meet your financial objectives by understanding your goals and investment allocation through customized solutions & tax planning.

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Keeping you on track by reviewing and proactively managing your investment assets and helping you design an asset allocation.

EMPOWERING YOUR FINANCIAL JOURNEY

NO NONSENSE APPROACH TO PLANNING

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Founded in 2022, our unique financial services firm offers creative and modern financial solutions that can help you see your goals realized.

 

Think of us as a numbers firm for numbers people - we do our best work with professionals like accountants, doctors, business owners, and engineers.

RETURNS BEYOND INVESTMENTS

OFFERING HIGH QUALITY CUSTOMER SERVICE WRAPPED IN PROFESSIONALISM

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We strive to deliver a premium boutique “family office” experience with a lower client count and a higher rate of personal service.

 

Our firm is a fiduciary and does not sell products to clients and does not earn commissions. We also work to connect clients with experts who focus solely on their areas of expertise, such as estate planning, insurance, accounting, business succession and more.

YOUR WEALTH. YOUR WAY.

PRESERVING AND PROTECTING YOUR ASSETS.

BUILD A LEGACY ON YOUR TERMS.

Downtown Tulsa, Oklahoma

CONNECT WITH

1522 FINANCIAL

Our objective at 1522 Financial is to offer transparent, flexible solutions to help you reach your goals and invest wisely. Every client we partner with is unique. Whether it be a comprehensive plan with ongoing management or a simple “check-up” - we adjust to meet your needs, not the other way around.

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