Bethany, OK · Fee-Based Fiduciary
Active Wealth Management for Oklahoma Families
The only Oklahoma wealth firm led by a CFA, CMT, and CFP® — built to protect your retirement from the drawdowns that derail it.
Investment Mgmt
Financial Planning
Tax Planning
Estate Planning
The Family Office Framework
All-in-one integrated approach
CFA + CMT + CFP® Leadership
Three rare credentials, one Oklahoma firm.
Active Drawdown Management
Built to protect retirements when markets turn.
Fiduciary, Fee-Based
Aligned with you — no commissions on products.
Credibility
Why Oklahoma Families Choose Perissos
CFA + CMT + CFP®
A combination held by fewer than 1% of US advisors.
Fiduciary by Design
Fee-based, advice-first — no commissions on managed assets.
Active Drawdown Management
Built to protect retirement income from sequence-of-returns risk.
Local to Oklahoma
Bethany-based, serving OKC, Yukon, Mustang, and Edmond.
Why Perissos
Clearly Different Investment Management
Our mission is to empower clients, instilling confidence and alleviating stress by seamlessly integrating every facet of their financial lives. From retirement dreams to estate aspirations, from strategic tax planning to expert investment management.
- Fee-based fiduciary — always acting in your best interest
- Active, disciplined investment management
- Comprehensive planning across all financial areas
- Transparent communication and personalized service
CFA Charterholder
Managing Your Wealth
At Perissos, you work with a CFA charterholder overseeing your financial planning and investment management. Fewer than 1 in 5 candidates successfully complete all three levels of the CFA program.
1000+
Hours of Study
4000+
Hours Experience
3
Exam Levels
What We Offer
Comprehensive Financial Solutions
Bringing the Family Office Framework to all — integrating every piece of your financial picture.
Investment Management
Professional portfolio management with a focus on risk management. We don't believe in 'Buy and Hold' — we adapt to changing markets.
Financial Planning
Comprehensive financial plans that serve as your blueprint for confident decision-making now and in the future.
Tax Planning
Strategic tax planning integrated with your financial strategy, partnering with seasoned CPAs to minimize your tax burden.
Estate Planning
Tailored estate plans that protect your loved ones, minimize estate taxes, and ensure your wishes are carried out.
Retirement Planning
Personalized retirement strategies that ensure you can maintain your lifestyle and achieve your retirement goals.
Business Advisory
Strategic guidance for business owners including succession planning, benefit optimization, and corporate finance.
