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, 2019, 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
Our business is built on a foundation of thoughtful client relationships.