Strategies for building your financial future
Fidler Wealth Management, founded in 2002, is a large independent wealth advisory firm with an office in Tulsa, OK and Mesa, Arizona. As of February 1st, 2016, Fidler Wealth Management advises on over $100 million in brokerage assets and $50 million in advisory assets in excess of 20 states. Fidler Wealth Management utilizes a proprietary, risk-control system designed to help manage volatility and protect clients from changing economic conditions.
Our knowledgeable, client-focused team embraces a comprehensive approach to wealth management where investment, estate, and tax planning strategies are carefully aligned with individual needs and objectives. We believe this is critical to developing a realistic, sustainable, long term financial plan.
For additional information about our Team, click here.
LPL Registered Principal
LPL Wealth Advisor, CIMA
LPL Registered Administrative Assistant
Financial Services Specialist
Our business is built on a foundation of thoughtful client relationships.