Purposeful Wealth Management

Financial planning means helping our clients identify, clarify, and achieve their financial goals through a consultative process.

We are a Registered Investment Advisor. This means that we are Independent, Fee-Only Fiduciaries. We are not owned by a large brokerage house or insurance company. We are not beholden to any investment company. We do not charge our clients any commissions, front-end loads, or back-end loads. We do not receive referral fees. We are legally obligated and duty bound as Fiduciaries to recommend to you what we believe is in your best interest, not ours.

Purposeful Wealth Management typically encompasses the following areas of practice:

Investment Consulting

Adhering to Evidence-Based Investing
Utilizing Cost-Efficient Mutual Funds
Deploying Nobel Prize Winning Research
Implementing Asset Dedication, Asset Location, and Asset Allocation
Investment Allocation Process™
Constructing a Risk-Appropriate Portfolio Built For Every Market
Diversifying Your Portfolio Across Asset Classes, Countries, Sectors, and Companies
Using Fixed Income to Minimize Risk and Preserve Wealth

Wealth Enhancement

“When you make money, you have to pay money – to various branches of governments. So, it’s not just how much you make, it’s also how much you keep.” – Tom Warburton, Purposeful Wealth Management

Executing on Tax Loss Harvesting
Utilizing Tax-Efficient Mutual Funds
Incorporating the Impact of Required Minimum Distributions (RMDs)
Minimizing Taxation to Future Heirs
Preparing for Tax Diversification in Retirement

Wealth Transfer

“It doesn’t matter whether you’re worth $1 Million, $5 Million, or $100 Million – it is your privilege and responsibility, in my view, to make purposeful arrangements for what happens to your wealth when you’re gone.” – Tom Warburton, Purposeful Wealth Management

Introduction to Estate Planning with an On-Staff Estate Planning Attorney
In-Depth Estate Plan Review with an On-Staff Estate Planning Attorney
Coordinating & Attending Meetings With Your Estate Planning Attorney
Updating Your Beneficiaries and Funding Your Trust
Consulting on Advanced Estate Planning Tactics to Navigate Estate Taxes
Assisting in Settling the Estate of a Loved One

Wealth Protection

“Creating wealth is one challenge; maintaining wealth is another discipline. An excellent insurance advisor is an irreplaceable member of a team dedicated to protecting your wealth.” – Tom Warburton, Purposeful Wealth Management

Coordinating a second opinion on your Home & Auto insurance
Reviewing your personal liability limits
Completing a Life Insurance Needs Analysis.
Reviewing and recommending Long Term Care Insurance
Reviewing and recommending Disability Insurance

Financial Planning

Creating an in-depth Wealth Management Plan which utilizes Monte Carlo simulations to project a probability of successful goal achievement.
Providing a second opinion on your existing Investments and Financial Plan, including an “X-Ray” on your portfolio to identify how it is invested and what fees you are paying.
Investment Allocation Process™
Recommending changes or gaps in your financial planning to improve your probabilities of success.

Retirement Planning

Answering questions such as:
- How could I utilize a Retirement Plan at my business to benefit both us as owners and our employees?
- Should I participate in the Employee Stock Purchase Program as an Executive?
- How should I invest my 401(k) with my employer?
Recommending an automatic savings plan to help you achieve your goals.
Investment Allocation Process™

Education Planning

Helping you determine how much you need to save for your children’s or grandchildren’s education.
Identifying which vehicle might be most appropriate for accomplishing that goal:
- 529
- UTMA
- Educational Trust
- Taxable Account

Charitable Giving

Streamline, Formalize, and Systematize Charitable Gifting.
Creating Donor Advised Funds and Donor Designated Funds
Working with Tulsa Community Foundation to Facilitate Charitable Intent
Integrating Charitable Intent with Investment / Financial Planning and Estate Planning

Areas of Service

Trust Services

Seeking purposeful asset management?
Read about our services.

For Institutions

Seeking purposeful asset management?
Read about our services.

Evidence-based Investing

Interested in evidence-backed investing?
Learn how it’s done.

Purposeful Wealth Management with Warburton Capital in Tulsa, Oklahoma

Financial planning isn’t just about managing money—it’s about helping you live the life you envision. At Warburton Capital, based in Tulsa, Oklahoma, we guide clients through a consultative process to help identify, clarify, and achieve their financial goals. As your trusted financial advisor in Tulsa, we specialize in providing advice tailored to your unique needs, including Roth IRA strategies and retirement planning.

Why Choose Warburton Capital in Tulsa, Oklahoma?

As a Registered Investment Advisor (RIA) headquartered in Tulsa, Oklahoma, Warburton Capital operates as an Independent, Fee-Only Fiduciary. This distinction sets us apart from traditional brokerage firms and insurance companies. Our commitment to being fiduciaries means we are legally obligated to act in your best interest. Unlike advisors who earn commissions or referral fees, our compensation is straightforward and transparent. Here’s what you can expect:

No commissions, front-end loads, or back-end loads.

Unbiased recommendations—we strive to limit or eliminate any conflicts of interest.

A personalized approach to help you maximize your wealth and secure your financial future.

When you partner with us in Tulsa, Oklahoma, you gain a team dedicated to your success. Whether you’re searching for “financial advisors near me” or need expert help with retirement planning, Warburton Capital delivers purposeful wealth management designed with you in mind.

Comprehensive Financial Planning Services in Tulsa, Oklahoma

At Warburton Capital, we take a holistic approach to financial planning for clients across Tulsa, Oklahoma. By aligning your financial strategy with your life’s goals, we help you achieve long-term success. Here’s an overview of our services:

1. Investment Consulting

Investment consulting is at the heart of what we do. Through evidence-based investing, including strategies informed by Dimensional Fund Advisors, we optimize your portfolio to match your risk tolerance and objectives. Our goal is to help clients in Tulsa, Oklahoma achieve consistent, long-term growth.

2. Wealth Enhancement

Maximizing your wealth goes beyond selecting the right investments. We focus on tax-efficient strategies to preserve your earnings and enhance your financial position over time. Whether you’re contributing to a Roth IRA or exploring other tax-advantaged options, we provide actionable advice to help minimize your tax burden.

3. Wealth Protection

Protecting your wealth is essential to achieving financial security. From insurance planning to risk management, we help clients in Tulsa, Oklahoma safeguard their assets against life’s uncertainties. Our fiduciary responsibility ensures that we recommend only the best solutions for your needs.

4. Wealth Transfer

Effective estate planning allows you to pass on your legacy to the next generation with minimal tax implications. We work with you to create strategies for wealth transfer that reflect your values and priorities, ensuring your loved ones in Tulsa, Oklahoma benefit from your hard work.

5. Retirement Planning

Retirement should be a time of enjoyment, not financial stress. With our retirement planning services, we’ll help you build a comprehensive roadmap to achieve your retirement dreams. Whether it’s maximizing your Roth IRA contributions or creating income streams that last a lifetime, we’ll ensure your financial independence in Tulsa, Oklahoma.

6. Education Planning

Planning for your children’s or grandchildren’s education is a meaningful way to invest in their future. We provide guidance on 529 plans and other education savings vehicles to help families in Tulsa, Oklahoma meet this important goal without compromising financial stability.

7. Charitable Giving

For clients interested in leaving a lasting impact, we offer strategic guidance on charitable giving. From donor-advised funds to philanthropic trusts, we help individuals in Tulsa, Oklahoma support the causes they care about while maximizing tax benefits.

The Warburton Capital Difference for Tulsa, Oklahoma Residents

Our approach to financial planning is guided by our belief in evidence-based investing. Partnering with Dimensional Fund Advisors, we utilize academic research to construct portfolios that are grounded in data, not speculation. This disciplined approach reduces emotional decision-making and aligns your investments with long-term market performance.

What Is Evidence-Based Investing?

Unlike traditional investment strategies that rely on market predictions, evidence-based investing focuses on diversification, cost efficiency, and capturing market returns. By adhering to this philosophy, we help our clients in Tulsa, Oklahoma achieve consistent and reliable outcomes. Interested in learning more? Reach out to our team for a consultation.

Trust Services and Institutional Investment Consulting in Tulsa, Oklahoma

In addition to serving individual clients, Warburton Capital provides specialized services for institutions. Whether you’re a business or nonprofit organization in Tulsa, Oklahoma, our investment consulting solutions are designed to help you achieve your financial goals efficiently and effectively.

Your Financial Advisor in Tulsa, Oklahoma

When you search for “financial advisors near me,” you’re not just looking for someone to manage your money—you’re looking for a partner who understands your aspirations. At Warburton Capital, we’re here to provide guidance on every aspect of your financial journey, from building a solid foundation to navigating complex challenges.

Why a Roth IRA Might Be Right for You in Tulsa, Oklahoma

A Roth IRA is a powerful tool for retirement savings. Unlike traditional retirement accounts, Roth IRAs allow your investments to grow tax-free, and qualified withdrawals in retirement are not taxed. Here’s why many of our clients in Tulsa, Oklahoma choose Roth IRAs:

Tax-Free Growth: Contributions are made with after-tax dollars, so your investment earnings are never taxed.

No Required Minimum Distributions (RMDs): Unlike traditional IRAs, Roth IRAs don’t require you to start taking withdrawals at age 73, giving you greater flexibility.

Legacy Benefits: Roth IRAs can be passed on to heirs income tax-free, making them an excellent wealth transfer tool.

Our team will help you determine if a Roth IRA aligns with your financial goals and ensure you’re maximizing its benefits.

Achieving Your Financial Goals in Tulsa, Oklahoma Starts Here

At Warburton Capital, we know that financial planning isn’t one-size-fits-all. That’s why we take the time to get to know you—your goals, values, and vision for the future. Our consultative process ensures that every recommendation we make is tailored to your unique situation.

The Process

Discovery Meeting: We start by understanding your financial goals, needs, and resources.

Wealth Management Plan Analysis Meeting: We present a comprehensive plan to address any planning gaps and align your finances with your objectives.

Mutual Commitment: Once you’re ready to move forward, we formalize our partnership with a clear commitment.

Regular Progress Meetings: We keep your plan on track through ongoing updates and reviews.

This collaborative approach ensures your financial strategy evolves with your life.

Take the First Step in Tulsa, Oklahoma Today

Are you ready to take control of your financial future? Whether you need expert advice on a Roth IRA, guidance from a trusted financial advisor in Tulsa, or comprehensive retirement planning, Warburton Capital is here to help. Schedule a consultation today to start your journey toward purposeful wealth management.

Let us help you maximize your wealth and secure your future—because your financial success is our purpose in Tulsa, Oklahoma.

This draft seamlessly integrates “Tulsa, Oklahoma” to localize the content while keeping it professional and keyword-rich. Let me know if further adjustments are needed!

Services