Guidance and Wisdom, Simplified

We simplify the complex so families can feel confident about their financial future. Clear guidance, trusted advice, and timeless wisdom—delivered in a modern way.

Contact Our Team

You deserve a holistic financial roadmap. Only CERTIFIED FINANCIAL PLANNER™ professionals are rigorously trained in 72 areas of financial expertise and must accrue thousands of hours of experience prior to earning their certification. With a CFP® professional, you get a financial planner partner committed to working in your best interest and the confidence that comes with building a comprehensive plan.

Services

How Can We Help

We Provide

Financial Planning

Complex financial needs sometimes require advanced strategies. Our team
helps you navigate those options with clear guidance tailored to your goals.

We Provide

Retirement Planning

Enjoy the retirement you envision with thoughtful planning today. We help
design a strategy to keep you on track—from your working years through
retirement.

We Provide

Estate Planning

Thoughtful estate planning helps protect what you’ve built. We work with you
to organize the financial pieces so your wishes are carried out ediciently and
intentionally.

We Provide

Investment Management

A disciplined investment approach helps support long-term success. Our
portfolios are designed to grow and protect your wealth so your resources are
there when you need them.

We Provide

Tax Planning

Smart tax planning is key to a strong financial strategy. We help you
understand opportunities to manage your tax impact and keep more of what
you’ve earned.

We Provide

Risk Management

Protecting your financial future means preparing for the unexpected. We help
identify potential risks and create strategies to help safeguard you and your
family.

Discover the right investment strategy for you.

Tell us a little more about your investment objectives and level of comfort with risk.

By what percentage do you expect your portfolio to grow annually over the long-term (10+ years)?

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WHY CHOOSE US?

The Tungsten Difference

CERTIFIED FINANCIAL PLANNER™

Only 25% of U.S. financial advisors are CERTIFIED FINANCIAL PLANNER™ professionals.

Source: www.cfp.net, www.cerili.com

Fiduciary Standard

We proudly follow the Fiduciary Standard, and serve our advisory clients in a manner which puts their interests above all else.

Holistic

We stand firm in our believe that you should work with, and invest in people and things you can clearly understand.

wealth advisor meeting with two clients

Our Locations

Bentonville, AR

809 SE 28th Street
Suite #3
Bentonville, AR 72712
(479) 250-9986
Learn More

Broken Arrow, OK

1615 S. Eucalyptus Avenue
Suite #208
Broken Arrow, OK 74012
(918) 477-7800
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Edmond, OK

17935 North Penn Avenue
Suite #301
Edmond, OK 73012
(405) 906-2668
Learn More

Sunset, LA

By Appointment Only

893 I49 Service Rd
Sunset, LA 70584
(337) 280-9893
Learn More

Download a Complimentary Resource

3 Methods to Help Avoid Running Out of Money

3 Methods to Help Avoid Running Out of Money

What’s the #1 fear in retirement? Running out of money. Get our step-by-step guide to help ensure your assets last a lifetime.
Download Now
3 Methods to Help Avoid Running Out of Money
4 Mistakes People Make With Their First Million

4 Mistakes People Make With Their First Million

Identify the next set of challenges you may face and avoid these common mistakes.
Download Now
4 Mistakes People Make With Their First Million