Helping you Build Your Financial Lifestyle, Legacy & Future
Trusted Wealth Advisors Serving Oklahoma & Beyond
Plan, Protect, Invest: Our Holistic Approach
At Utica Capital, our approach to financial planning starts with understanding what matters most to you. As a financial advisor in Tulsa, we work with individuals and business owners to create practical, goal-driven strategies that help turn today’s hard work into tomorrow’s freedom.
Our three-pillar philosophy—Plan, Protect, Invest—keeps every financial decision connected to your long-term vision.
Plan
Focuses on identifying where you are, where you want to go, and building the path to get there.
Protect
Helps you prepare for life’s uncertainties through thoughtful insurance and estate planning.
Invest
Helps you prepare for life’s uncertainties through thoughtful insurance and estate planning.
Why Utica Capital?
Real People.
Real Expertise.
Tulsa’s financial community with a modern, collaborative approach that keeps every client supported by more than one advisor.
You’ll work with a group of fiduciary financial advisors in Oklahoma who bring diverse perspectives and shared accountability to every plan. Many of us come from sports backgrounds, and that same teamwork mindset drives how we serve clients—focused, disciplined, and dedicated to long-term results.
Guiding the People Who Shape Our Communities
Utica Capital works with individuals and business owners who want more from their financial lives than a balance sheet can show. Many of our clients are entrepreneurs, professionals, and families who value purpose, independence, and legacy.
Recent financial insights
From Insight to Action: The Utica Capital Blog
Financial confidence comes from clarity—and that’s what our blog is built to deliver. From retirement strategies to market perspectives and planning guidance for business owners, each post is written by advisors who live and work in the same communities we serve.
Your financial plan should reflect more than numbers—it should capture the life you want to build. Whether that means retiring early, growing a business, or preparing the next generation, Utica Capital helps you focus on what matters most: creating lasting impact through intentional financial choices.
