Epsilon Accounting Solutions
“He always gets back to me and I have his direct number which is really important while running a business.”
Best Financial Advisors in Edmond, OK
24 firms listed · all 24 in Edmond · 1 open weekends · 17 rated 4.5+
Data verified October 19, 2026
Elmore Tax & Accounting Services
“I have used him since I started my business and refuse to go anywhere else.”
The Financial Diva
CPA Plus
Soard Financial Management
“Smart staff and lots of knowledge about federal employee retirement.”
Raymond James Financial Services
The 24 firms listed for Edmond, OK provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Edmond, OK
All 24 firms we list here are in Edmond itself. We have 32 firms in Edmond on file; this page shows the highest-rated 24. 20 of the firms on this page have a rating, from 4.0 to 5.0 across 124 reviews; 1 has 50 or more reviews and 17 are rated 4.5 or higher. 1 is open on Saturdays. The services the firms on this page list most often on their websites are tax planning (3), estate planning (2), income planning (2), legacy planning (2) and new business formation (2). 1 has a BBB rating of A or A+. Domain records put 13 websites of the firms on this page at ten or more years old; the oldest dates from 2000. 1 offers payment plans and 2 offer a free initial consultation. We have a website on file for 21 of the firms on this page; 21 publish a contact page; 20 list a public email and 4 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Edmond take financial planning bookings online?
4 of the 24 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
Howard and Howard Enterprises
Hughes Warren
“They know what they are doing and my IRA and Roth have grown faster than the market.”
Ironhorse Investments & Estate Planning/ Steven D. Kaestner
“Lori took the time to explain all of the documents and we we were able to set everything up in about 90 minutes!”
Transcendent Capital Group
“I deeply appreciate his dedication and support in helping me build long-term financial security while staying true to my faith.”
M Advisor
“Couldn't be happier and will be doing business with them for the long term.”
Cornerstone Wealth Management
“He gives excellent customer service and is highly personable and understanding to his client's needs and goals, taking into account their current financial circumstances and lifestyle!”
JM2 Capital - Business Consulting & Wealth Management
Axis Financial
Signal Research Group
Mel Stewart Investments
Forge Financial
“Very happy with shaw financial, the gentleman I worked with Scott was a very nice person.”
Olive Branch Wealth Management
Conkin Financial Group
Bryan Tutt, CFP
Ethan Hulme - Thrivent
“Ethan is kind, nonjudgmental, knowledgeable and professional!”
Brooks Investment Pros
“I have worked with him for many years and he is very professional with his clients.”
Chisholm Trail Wealth Planning
“Trustworthy and thorough in everything they do.”
Main Street Advisors
Why these companies made our list
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