Financial Advisors in Bartlesville, Oklahoma (Washington County)

Mark Morley, CFP

Harvie Roe, BBA, CFP, MBA
AmeriTrust Investment Advisors, Inc. (AIA) is a registered investment advisory firm which provides Fee-Only financial planning and investment management services. The principal, Harvie Roe, has been involved in providing Fee-Only financial planning services since 1982 and established AIA in 1997. The focus is to provide Fee-Only financial services for high net worth and/or high income individuals. Our financial planning services are comprehensive stressing the need to identify goals and develop options for the client to make sound decisions to reach their goals. We have a qualified staff of professionals. AIA is also affiliated with AmeriTrust Corporation, an Oklahoma Trust Company, which is chartered to provide full trust administration services.... See More

Kevin Jacobs, CFP, EA
Step By Step Financial, LLC provides fee-only personalized financial guidance to married couples prior to and into their retirement years. At Step By Step Financial, we believe the best way to help clients achieve their financial goals is through on-going, personalized, comprehensive financial guidance. We have tailored our service levels, which we refer to as paths, to address the three most common financial life stages, making it easy to determine which service level will best meet your current needs. To schedule an initial consultation, please visit our website at www.stepbystepfinancial.org. ... See More