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2525 NW Expressway
Suite 608
Oklahoma City, OK 73112

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David Bize, CFP®

(405) 607-0768

 

Experience Matters

Providing experienced, knowledgeable financial planning and asset management for individuals, families and businesses since 1999.

We understand that your individual financial situation is unique and deserves an equally unique approach designed to help put you on track to pursuing your financial goals.

We believe that the core elements of financial planning are investment planning, retirement planning, tax planning, estate planning, and insurance/risk management planning which should all be considered together in a comprehensive financial plan. To better serve our clients, we maintain certifications/designations/licenses specializing in the core elements of financial planning: CERTIFIED FINANCIAL PLANNER™ Professional, Certified Public Accountant, and Attorney.

Because we are independent, we have no obligation to sell proprietary products or services, so we can freely recommend only those products and services that are best suited for your financial goals and objectives. This is the objectivity afforded by working with an independent financial planner. We offer you timely, unbiased advice and promise to do so with the highest level of integrity and service.


There are many routes to financial independence. If you want a financial roadmap and a trusted guide to provide direction and support along the way, give us a call to get started.

We are an independent financial services firm dedicated to providing comprehensive financial planning, wealth management and personalized service to our clients. Our independence allows us to offer you unbiased and objective advice.

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