Providing individuals, families, and businesses with fiduciary services and unbiased financial advice since 1981.

Protecting Your Assets | Growing Your Wealth | Advising You For Life

We offer asset protection and investment management strategies to help you conserve your assets during your lifetime and pass them to future generations and charities. We provide fiduciary services and independent, unbiased financial advice about your estate, retirement planning, and business succession.

Our Latest.
Whittney Stauffer Joins Friends of Finance

April 2024 Investment Perspectives

We discuss the market in 2023 and look ahead to 2024, digital safety, and updated FDIC calculations for trust-owned bank accounts.
Whittney Stauffer Joins Friends of Finance

ViewPoint – A Letter From the Desk of Michael Hopper – April 2024

As we move into 2024, we want to share several promotions and additions to the Trust Company of Oklahoma team.
Cleaning supplies sit on a countertop

Solve a Puzzle and Make Your Spring Cleaning More Effective

Empower yourself against digital risks with practical tips to safeguard yourself and loved ones in today’s interconnected financial landscape.

Corporate Transparency Act: New Law Requires Many Companies to Register Owner Information

We take a look at the new rules for FDIC insurance limits for bank deposits owned by trusts. The good news: It will be simpler to calculate.
Image of a person using a laptop computer and a tablet with a stylus, with imagery including the letters AI coming out of the laptop and tablet

Revisiting Artificial Intelligence

2023 was a turbulent year for investing, but many people's minds is what 2024 looks like. We take a look at what the future may hold.
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