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Our Specialties

We strive to be better educated so that we can better serve our clients. Our Raymond James financial advisors have focused on several area of financial interest which in turn helps our clients with their financial decisions, goals, and needs. Visit our "Services" page on this website for a complete listing and description of services offered by our financial advisors.

Investment Management and Financial Planning Focuses

  • Traditional IRA
  • Roth IRA
  • 401(k) Rollover
  • Traditional and Roth 401(k)
  • Portfolio and Asset Allocation Analysis
  • Retirement Planning
  • Tax Planning
  • Estate and Legacy Planning


Company Employee Focuses
We are experienced in assisting current and former employees of the following companies, although not limited to only these companies:

  • ConocoPhillips (COP)
  • Phillips 66 (PSX
  • Siemens
  • ABB
  • Bartlesville Public Schools
  • Jane Phillips Hospital
  • Chevron Phillips

Providing advice on financial matters including, but not limited to:

  • Deferred Compensation
  • Restricted Stock
  • Stock Options--Qualified and Non-Qualified
  • Net Unrealized Appreciation of Stock
  • Retirement
  • Health Insurance
  • VanGuard 401(k) for COP

Raymond James is not sposored or endorsed by the companies listed.