Welcome. How can we help you?
BrokerCheck: Check the background of this firm on FINRA's BrokerCheck
Client Relationship Summary: Learn more about the services we provide to retail investors.
Let's get there. Together.
With a financial advisor on your team, you’ll have an experienced guide to help you plan a path to your future goals, and navigate you through all the challenges between here and there.
You don’t have to go it alone. We’re here to help.
Working for you
Our philosophy is built around three simple truths that ensure we always do our best for you.
-
Relationships begin with knowledge
Good financial advice comes from advisors who know you and understand what matters most to you.
-
Process — not products — leads to objective advice
Because we’re not tied to any one set of financial products, we’re free to suggest a mix of investments with YOUR goals in mind. Your investment objectives and risk tolerance drive our recommendations.
-
Proactive oversight and communication produce results
After we help put your plan into action, we continue to work with you. Together, we can help keep objectives in focus, even as your situation changes.
Here for you
Licensed and active in all 50 states, BOK Financial Advisors is a full-service investment firm serving the needs of investors nationwide. BOK Financial Advisors is a subsidiary of BOK Financial (NASDAQ: BOKF), a diversified regional financial services company with a geographical focus in the Southwest, Midwest and the Rockies. BOK Financial Advisors offers comprehensive investment services with convenient locations at our affiliated BOK Financial* bank branches.
News and Insights
How much will I need to save for retirement?
Retirement can be the happiest day of your life. This pre-retirement calculator was developed to help you determine how well you have prepared and what you can do to improve your retirement outlook.
How much can I contribute to an IRA?
Many factors can affect your eligibility and contribution limits to either the traditional IRA or Roth IRA — tax filing status, your current earned income level and whether or not you participate in a retirement plan at work.
How do I maximize my employer 401(k) match?
Many employees are not taking full advantage of their employer's matching contributions.
Compare a Roth 401(k) to a traditional 401(k)
Your retirement income can vary widely depending on what type of account holds your savings and what assumptions you make about return and tax rates during the accumulation and withdrawal periods.
What is the impact of borrowing from my retirement plan?
While borrowing or taking a distribution from your 401(k) plan account may be an option, you should first consider the potential negative impact on your long-term goals.
How much retirement income will my 401(k) provide?
Use this calculator to estimate your future monthly income generated by your 401(k) savings and what that means in today's dollars.