Helping People is the heart of what we do
There’s much that goes into managing wealth – all the planning and strategies, tools and technology – but what it simply comes down to is helping people pursue the goals they hold dear and work so hard to achieve. That’s certainly a job we take pride in doing, but we also know there’s more to your life than just money – and that’s where the planning really takes shape. Working in conjunction with you, and addressing every financial matter in a caring and careful manner, is how we can really make a difference in your life.
YOUR TEAM
Tulsa Office
USA Today 2026
Scissortail was recognized as one of USA Today and Statista Inc.’s “Best Financial Advisory Firms” in 2024, 2025, and 2026. The awards were announced on April 23, 2024, April 23, 2025, and April 15, 2026, respectively. Rankings were based on data and methodology developed by Statista Inc., including short-term AUM growth measured over the applicable 12-month period and longer-term AUM growth measured from 2019–2024, 2020–2025, and 2021–2026, respectively. Scissortail did not pay a fee to be considered for or receive the awards but pays a licensing fee to use related promotional materials. The award criteria may not directly reflect the quality of investment advice provided. These awards are not indicative of future performance or representative of any individual client’s experience. USA TODAY 2026 Best Financial Advisory Firm
Newsweek 2026
The 2026 rating was created by Newsweek and tabulated by Plant-A Insights Group, which analyzed over 16,000 SEC-registered financial advisories and scored them based on asset performance, client performance, adviser expertise and client ratio, breadth of service offerings, and conflicts of interest. Scissortail Wealth Management did not pay to participate in the rating process but did pay the licensing fee to market the recognition. This is not an endorsement by the listed entities. Criteria may not be directly related to the quality of investment advice provided. Award Publication Date: November 14, 2025.
https://rankings.newsweek.com/americas-top-financial-advisory-firms-2026
The 2024 ranking was created using historical Form ADV data provided by Discovery Data and analyzed through a series of proprietary filters and screens. These filters were designed to exclude firms that do not provide financial planning services and/or are controlled by banks or broker-dealers while identifying firms demonstrating growth in both assets and employees. The ranking process was independent through Citywire RIA. Scissortail Wealth Management did not pay to participate in the rating process but did pay the licensing fees to market their recognition. This ranking is not an endorsement by the listed entities. https://citywire.com/ria/news/50-growers-across-america-2024/a2448415
