Empowering our clients to reach their investment goals since 1996. Your Plan. Your Group. Stronger Strategies with Professionals in your Corner.

PlanGroup Financial is an established RIA in Oklahoma City having provided excellent service to our clients for decades. We set the precedent to have a personable relationship with all our clients comprised of business owners, families, and everything in between. At PlanGroup Financial, we align our clients’ needs directly with our actions. Instead of charging hidden fees for lackluster services, we benefit only when our clients benefit.  Our team is committed to providing our clients with the best service imaginable whether it is today or generations to come.

PlanGroup

Located in Oklahoma City, this office focuses on wealth management, investment analysis, and operational support.

6 NE 63rd St

Iván Córdova Moreno

This department provides personalized financial advice and investment strategies to clients.

Financial Advisory Services

This department focuses on analyzing market trends and developing strategic investment plans.

Investment Strategy

This department manages the organization's daily activities and ensures efficient workflow across various functions.

Operations

This department focuses on providing financial advisory services and investment strategies to clients.

PlanGroup

Org chart

Teams

Financial Advisory Services

Investment Strategy

Operations

Wealth Management

Offices

PlanGroup

Org chart

Teams

Financial Advisory Services

Investment Strategy

Operations

Wealth Management

Offices

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