Financial Planning & Wealth Management in Tulsa, Oklahoma
Tulsa’s mix of traditional industry and modern innovation makes it a smart place to grow, protect, and plan your wealth. At The Consortium, we offer fiduciary-first financial planning, tax strategies, and legacy solutions tailored for individuals, families, and business owners across the Tulsa metro.
Why Tulsa Trusts The Consortium
Personalized Strategy, Rooted in Local Insight
Whether you’re an oil & gas executive, medical professional, or a family planning for retirement, Tulsa residents benefit from financial advice that adapts to Oklahoma’s unique tax laws, cost of living, and investment climate.
Virtual & Regional Support for Tulsa Clients
We proudly serve clients across Tulsa, Broken Arrow, Owasso, and beyond—offering both virtual and local consultation options to fit your schedule and goals.
Houston’s Financial Climate: Opportunity & Responsibility
As the fourth-largest U.S. city, Houston continues to lead in energy, medicine, real estate, and innovation. With a strong job market and no state income tax, it’s an ideal place to grow—but navigating volatile property costs, rising inflation, and business regulation still requires a strategic plan.
Future
Our Financial Services in Tulsa, OK
Wealth Management in Tulsa
Our fiduciary advisors offer custom investment management, portfolio rebalancing, and financial coaching to help Tulsa families build, grow, and transfer generational wealth.
Retirement Planning for Tulsa Professionals
We help you build a clear and sustainable retirement plan—from optimizing 401(k)s and Social Security to creating income strategies that support your lifestyle in retirement.
Tax Planning for Tulsa Households & Businesses
With no state capital gains tax on Oklahoma-based assets, our planning helps you maximize deductions, time gains/losses, and reduce federal liability with proactive strategy.
Business Financial Planning for Tulsa Entrepreneurs
From oilfield service contractors to real estate professionals and local startups, we help business owners in Tulsa align their business success with long-term personal wealth goals.
Special Needs Planning in Tulsa, OK
We support families with comprehensive plans that protect public benefits, set up special needs trusts, and provide for long-term care with dignity and structure.
Estate & Legacy Planning in Oklahoma
Secure your family’s future with wills, living trusts, and charitable giving strategies designed to avoid probate, minimize estate taxes, and align with Oklahoma inheritance law.
Do not save what is left after spending, but spend what is left after saving.
– Warren Buffet
Tulsa Financial Planning FAQs
Do you serve clients in Tulsa and surrounding suburbs?
Yes. We serve clients across Tulsa County and surrounding areas, including Broken Arrow, Owasso, Jenks, and more—both virtually and locally.
Is estate planning different in Oklahoma?
Oklahoma has its own probate laws and estate tax exemptions. We create custom legacy plans designed to protect your assets and minimize legal hurdles in the state.
How do Tulsa business owners benefit from your services?
We help business owners with entity structuring, tax strategy, employee benefits, and succession planning—tailored for Oklahoma regulations and your long-term vision.
Can you help Houston business owners with tax strategy?
Absolutely. We serve Houston entrepreneurs with business tax planning, entity structuring, and succession strategies tailored to Texas regulations.
What retirement strategies work best for Tulsa professionals?
We help clients use IRAs, 401(k)s, Roth conversions, and tax-efficient drawdown strategies to create a sustainable retirement income that matches Tulsa’s cost of living.
Do you assist families with special needs planning in Oklahoma?
Yes. We design plans that include special needs trusts, public benefit preservation, and coordinated care strategies for long-term security and support.
How can I get started with The Consortium in Tulsa?
It’s easy—just schedule a free consultation. We’ll evaluate your goals and walk you through a personalized planning process built around your unique financial journey.
info@consortiumadvice.com
Business Hours
Monday - Friday 9am - 5 pm