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

October 2022 Investment Perspectives

We discuss how to rescue the economy, when to convert your traditional IRA to a Roth, and why DIY estate planning can be a bad idea.
The words Roth IRA in metallic silver lying on a wooden table with hundred dollar bills lying to the top and right side

Roth IRA Conversions

This year marks the Roth IRA's 25th anniversary. It's a popular tool for many retirement savers. Before you convert your accounts into a Roth IRA, make sure it's the right choice for you.
Antique ink pen lying on a paper with will and testament written in fancy lettering

The Pitfalls of Self-Made Estate Plans

Robert Louis Stevenson’s The Strange Case of Dr. Jekyll and Mr. Hyde sheds light on why you should engage the experts before drafting your own estate plans.
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Announcements – October 2022

Trust Company of Oklahoma is proud to announce the recent achievements of two employees.
Items of food in a box and on a table, including pasta, vegetable oil, canned peaches

SPOTLIGHT – Catholic Charities of Eastern Oklahoma

Learn how Catholic Charities of Eastern Oklahoma is providing services to all in need.
Dollar signs and arrows pointing up on top of an image of coins and a spreadsheet of numbers

Finding a Cure for Inflation

With lingering high inflation, interest rates on the rise, and many Americans feeling the strain on their budgets, what will it take to get the economy back to normal?
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