Broker Check

Fidler Wealth Management

918-523-0023
[email protected]

Fidler Wealth Management, founded in 2002, is a large independent wealth advisory firm with an office in Tulsa, OK.  As of February 1st, 2019, Fidler Wealth Management advised on over $100 million in brokerage assets and $50 million in advisory assets in excess of 20 states.  Fidler Wealth Management is centered on creating customized investment portfolios seeking to maximize returns while attempting to minimize volatility.We believe this is critical to developing a realistic, sustainable, long term financial plan.

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 utilize a proprietary, risk-management system designed with the goal of helping to manage volatility and protect clients from changing economic conditions.