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.
Nicks Top 10 History Books

One For the History Books

With more free time in 2020, Nick dived into the U.S. history. Check out his favorite non-fiction books.
Whittney Stauffer Joins Friends of Finance

January 2021 Investment Perspectives

Our experts reflect on the economic trends likely to impact investors in 2021, preventive financial care and estate planning lessons from Walden.
Whittney Stauffer Joins Friends of Finance

ViewPoint – A Letter From the Desk of Jim Arens

Despite the challenges brought by the COVID-19 pandemic in 2020, we have reasons to celebrate and great news about our professional team.

SPOTLIGHT – Oklahoma Lawyers for Children

Learn more about OLFC, working tirelessly to provide legal representation for abused and neglected children in foster care.
Preventive Care

The Importance of Preventive Financial Care

Its better to be safe than sorry. Make your estate planning a priority in 2021.
Investment Article

Through Thick And Thin

2020 was without a doubt an interesting year. Despite all the challenges, the economy rebounded sharply. What does the future have in store for 2021?
Walden Pond

Walden, Donuts and Estate Planning

Lessons on estate planning from Thoreau's masterpiece.

One Hundred Years Later – Dispatches From Route 66

Are you suffering from Presidential Election Fatigue? Let's take a look at the 1920 U.S. Election for some healthy historical perspective.
Retirement Plan Contribution Limits

2021 Retirement Plan Contribution Limits

Learn how much you can contribute in 2021 toward your retirement.

More Confidence, Less Cash – Dispatches From Route 66

What will it take to get us back on the horse and reignite the U.S. economy?

SPOTLIGHT – Clarehouse

Learn more about Clarehouse,  a community home for dying individuals that has served Northeastern Oklahoma for 17 years.

A Leader’s Legacy – Saying Farewell to Tom Wilkins

Recently, Thomas W. Wilkins retired as CEO of Trust Company of Oklahoma after 30 years serving our clients. He will remain as Chairman of our Board of Directors and the values he has instilled in all of us are his strongest legacy.

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