A steady light in every season of life.
Advance Financial Lighthouse was founded in Oklahoma City on a simple belief: your money should reflect everything you stand for. Your goals, your family, your values, your legacy.
Most advisors manage money. We manage money and guide lives, walking beside our clients through every market cycle and every life transition, from first homes to retirements to the next generation.
As a fiduciary firm, we are legally and ethically bound to put your interests first. Every decision, every recommendation, every time.
The People Behind Your Plan
Advance Financial Lighthouse is a team practice, so you are never dependent on a single person for the guidance you rely on.
Financial Advice for Women in Every Season of Life
Advance Financial Lighthouse was built around women in financial transition. For over 30 years our team has provided financial planning for women in Oklahoma City and nationwide — widows rebuilding, divorced women restarting, women over 50 planning their next chapter. Women's wealth management is not a service we added. It is the foundation of everything we do.
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Wealth Planning for Families in Their Peak Years
The years between 40 and 55 are the most financially demanding of your life. Mortgages, college tuition, aging parents, business growth, and retirement still ahead. Our team provides family financial planning for Oklahoma City families balancing today’s life with tomorrow’s legacy. We help you build wealth, manage taxes efficiently, plan for college, and protect everything you have worked to create — so you don’t have to choose between living now and securing what’s next.
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Retirement Planning for Couples in Oklahoma City
Retirement is a decision you make together — about income, lifestyle, and legacy. Our team builds retirement income strategies for couples at every stage, accounting for both of you: Social Security timing, withdrawal sequencing, tax strategy, and the life you actually want to live.
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Black Financial Planning Built Around Your Story
Advance Financial Lighthouse is a proud member of the Association of African American Financial Advisors (AAAA). Our team provides fiduciary financial planning for African American families in Oklahoma City and nationwide — Black financial advice grounded in your goals, your community, and the generational legacy you are building.
Schedule a CallWhat To Do When Money Arrives All At Once
Inheriting money is not the same as earning it. Whether the event is the passing of a parent, a legal settlement, the sale of a business, or a life insurance payout, sudden wealth arrives with grief, complexity, and decisions that cannot be undone.
We help clients in Oklahoma City navigate the first 90 days with clarity — tax implications, estate coordination, holding strategies, and the emotional weight of managing what you did not ask to receive. Our goal is to help you make decisions you will still feel good about in ten years.
Schedule A Confidential ConversationA Practice Built Around You
For over 30 years we have walked beside clients at every stage of life.
Steady. Purposeful.
Every great plan starts with a conversation. Schedule a complimentary 20-minute introduction call. No pressure, no pitch, just a chance to talk about what matters to you.