Fee-Based Fiduciary Financial Advisor in Oklahoma City, OK | Advance Financial Lighthouse

Fiduciary Financial Planning in Oklahoma City Since 1996
Advance Financial Lighthouse is a fee-based fiduciary financial advisor serving Oklahoma City, Oklahoma. Since 1996, we have provided comprehensive financial planning, retirement planning, and investment management to women, families, small business owners, federal employees, retiring military members, and individuals navigating sudden wealth.

We are proud to specialize in serving Black women entrepreneurs and professionals who are building generational wealth, growing businesses, and creating a lasting legacy — on their own terms.

Values-Based Wealth Management Built Around You
We know that money is emotional, practical, and complicated. That’s why our approach goes far beyond portfolio management. At Advance Financial Lighthouse, we navigate the full complexity of your financial life — with genuine care, deep expertise, and an unwavering fiduciary commitment to your best interest.
As a values-based wealth management firm, our services include:
	•Comprehensive Financial Planning — holistic strategies tailored to your life and goals
	•Retirement Planning — for federal employees, military retirees, and private-sector professionals
	•Investment Management — disciplined, personalized, and always in your best interest
	•Sudden Wealth Guidance — navigating inheritance, settlements, business sales, and windfalls
	•Small Business Financial Planning — supporting entrepreneurs at every stage.
 
Our goal is simple: help you build, protect, and pass wealth to the next generation.

For many clients, working with an African American financial advisor who truly understands their lived experience brings a level of trust, clarity, and connection that transforms the planning process. We are especially proud to serve Oklahoma’s diverse communities.


For full disclosure, please visit our website www.financiallighthouse.net

Advance Financial Lighthouse

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