First Mate Financial Advisors

A Partners in Wealth Protection and Growth

First Mate Financial Advisors is a Tulsa-based wealth management firm dedicated to helping families protect, grow, and preserve their financial assets. We provide personalized solutions that address your unique financial goals and concerns. With a focus on wealth, tax, and estate planning, we guide you through every step of the financial planning process.

Our Mission

Our mission is to help you navigate your financial future with clarity, confidence, and peace of mind. We believe in comprehensive financial planning that considers your unique circumstances, goals, and aspirations.

What Sets Us Apart?

• Holistic Approach: We take a holistic approach to wealth management, working in collaboration with tax and legal professionals to create a tailored strategy for your individual needs.
• Client-Centered Focus: Your needs and goals are our priority. We prioritize open communication, transparency, and personalized solutions.
• Experience and Expertise: Our team comprises experienced professionals with extensive knowledge in wealth management, tax planning, and estate strategy.
• Client-Focused Technology: We utilize advanced technology and secure online tools to streamline the financial planning process and provide you with access to your financial information anytime, anywhere.

Wealth Management

• Comprehensive financial planning tailored to your unique needs and goals
• Investment portfolio management
• Retirement planning and optimization
• Risk management analysis and mitigation
• Cash flow and budgeting strategies

Tax Planning

• Tax optimization strategies for individuals and businesses
• Tax compliance assistance
• Capital gains and depreciation planning
• Retirement plan rollovers and conversions

Estate Planning

• Estate review and revisions
• Trust planning
• Power of attorney and healthcare directives
• Tax optimization strategies for estate assets

Our Team

First Mate Financial Advisors is led by experienced professionals with deep expertise in wealth management, tax planning, and estate strategy. We are committed to providing personalized attention, clear communication, and proactive solutions to meet your financial goals and ensure your financial future.