Arrow Investment Management
Arrow Investment Management is Oklahoma’s premiere financial planning firm. We focus on helping our clients find their path to financial freedom with custom investment, retirement, and goal-based plans. Our low-fee ETF portfolios are tailored to your goals and interests, and our lifelong financial planning services will help your family generate and preserve wealth. Our mission is to offer low-fee wealth management services to everyone, not just the ultra-wealthy. All Arrow advisors are fiduciaries that place the utmost importance on ethics and serving our clients with the respect and diligence they deserve.
Arrow Investment Management was born out of a very simple idea. The services provided by other banks, brokers, and insurance companies were impersonal, loaded with fees, not customized, and included predatory commission charges. Arrow can offer more for less. We are a more modern financial planning company, with a more personal, vested interest in the success of our clients. We only use best in class CFP® professionals (fiduciaries) committed to serving the best interest of their clients. Our goal is to be more transparent, open, and affordable than other companies whose hidden fees and expensive mutual funds hinder hard working families from early retirement.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.