In 1983, F.I.G. Financial Advisory Services, Inc. was founded to not simply sell a product, but rather deliver quality advice and services to its clientele and establish lifelong relationships. Based in Oklahoma City, F.I.G. was launched on the belief that financial planning is an ongoing process, constantly evolving based on each individual client’s current and long-term needs.
We are fiduciaries advisers planners managers independent fee-based credentialed investors
We strive to provide unbiased & independent wealth management services to a discerning clientele.
Executive Team
With an illustrious tenure in the financial services realm since 1975, Rick seamlessly collaborates with clients to craft their bespoke financial blueprints. A devoted father of four, Rick and his gracious wife, Jeanita, often find solace in their shared wanderlust. An aficionado of history, Rick takes pleasure in immersing himself in enlightening reads, often accompanied by a robust cup of coffee. Since 1987, he has proudly borne the CFP® designation, further complemented by his credentials as a Chartered Life Underwriter (CLU) and a Chartered Financial Consultant (ChFC).
Chris oversees the intricate day-to-day affairs of Account Services with finesse. Since joining F.I.G. in 2005, he has proven to be an invaluable asset. When not immersed in work, he cherishes moments with his wife, Shannon, and their daughter, Annie. Every so often, Chris indulges in the serenity of golf or delves into a captivating book. An alumnus of the University of Oklahoma, Chris further exemplifies his dedication to the field with his CFP® designation.
Sam serves as the esteemed portfolio manager and IT consultant for the firm, having been with F.I.G. since 2010. Prior to joining, he honed his expertise as a Credit Risk Analyst at a different distinguished financial institution. Residing in the heart of Oklahoma City, Sam and his beloved wife, Betsy, are blessed with two sons and a daughter. Together, they established the Jurrens Family Foundation, a testament to their commitment to the local community. Sam's academic prowess is reflected in his double major from the University of Oklahoma in International Business and Finance, complemented with a minor in Chinese. Further showcasing his dedication to excellence, he was conferred the CFA® designation in 2013 and the CFP® in 2014.
With an illustrious tenure in the financial services realm since 1975, Rick seamlessly collaborates with clients to craft their bespoke financial blueprints. A devoted father of four, Rick and his gracious wife, Jeanita, often find solace in their shared wanderlust. An aficionado of history, Rick takes pleasure in immersing himself in enlightening reads, often accompanied by a robust cup of coffee. Since 1987, he has proudly borne the CFP® designation, further complemented by his credentials as a Chartered Life Underwriter (CLU) and a Chartered Financial Consultant (ChFC).
Chris oversees the intricate day-to-day affairs of Account Services with finesse. Since joining F.I.G. in 2005, he has proven to be an invaluable asset. When not immersed in work, he cherishes moments with his wife, Shannon, and their daughter, Annie. Every so often, Chris indulges in the serenity of golf or delves into a captivating book. An alumnus of the University of Oklahoma, Chris further exemplifies his dedication to the field with his CFP® designation.
Sam serves as the esteemed portfolio manager and IT consultant for the firm, having been with F.I.G. since 2010. Prior to joining, he honed his expertise as a Credit Risk Analyst at a different distinguished financial institution. Residing in the heart of Oklahoma City, Sam and his beloved wife, Betsy, are blessed with two sons and a daughter. Together, they established the Jurrens Family Foundation, a testament to their commitment to the local community. Sam's academic prowess is reflected in his double major from the University of Oklahoma in International Business and Finance, complemented with a minor in Chinese. Further showcasing his dedication to excellence, he was conferred the CFA® designation in 2013 and the CFP® in 2014.
Services
Financial Planning
At the heart of our partnership with clients is thoughtful financial planning. Together, we illuminate your unique financial aspirations and long-term objectives. By harnessing advanced technology, we craft a detailed and dynamic blueprint for your financial journey. Whether it’s setting aside resources for your child’s education or discerning the ideal contributions for your 401k retirement fund, we’re dedicated to guiding you on a tailored path toward your goals. Our commitment extends beyond mere planning; it’s about walking this journey with you. Through the elegant MyWealth platform, more detailed below, we aim to equip you with tools that ensure clarity and confidence in your financial future.
Investment Management
At F.I.G., we take a bespoke approach to managing your portfolio assets, selecting investments that resonate with your unique needs. As we operate on a transparent fee structure rather than trading commissions, it alleviates potential conflicts of interest. Simply put, our compensation remains consistent regardless of our investment choices on your behalf. Unlike some establishments that may merely market a product without ongoing engagement, we actively trade and continuously refine your portfolios. This commitment ensures that your investments are not only curated but also attentively overseen, offering you tranquility and assurance in our dedication.
Diversified & Risk-adjusted
Every client brings a distinct financial narrative, and we honor that with bespoke investment strategies. Whether you’re at the dawn of your career or savoring the golden hues of retirement, we’re here to support your journey.
F.I.G.’s MyWealth Platform
Imagine orchestrating your entire financial symphony from a single access point. Now, effortlessly oversee your bank balances, credit cards, mortgages, properties, investments, 401(k)s, insurance policies, and more. Set budgets with intuitive transaction imports, label effortlessly, and maintain a precise pulse on your finances. At the mere touch of a button, retrieve balance sheets, net worth statements, or projected cash flows. Your tailored financial blueprint, ever-evolving and accessible, awaits you, updated each night for utmost clarity.
We invite you to reach out for a complimentary initial consultation. No strings attached – sometimes, a fresh perspective is all one needs.
Contact
Contact Information
F.I.G. Financial Advisory Services, Inc.
14642 Bogert Pkwy
Oklahoma City, OK 73134
T: +1(405)844-9826
Hours of Operation
M: 8:00 am to 4:30 p.m.
T: 7:30 am to 4:30 p.m.
W: 8:00 am to 4:30 p.m.
Th: 7:30 am to 4:30 p.m.
F: 8:00 am to 3:00 p.m.
Contact Form
We’d love to hear from you. Simply complete the form below, and we’ll get in touch with you as soon as possible.
Without counsel plans fail, but with many advisers they succeed.
Proverbs 15:22 (ESV)