About us
A Full-Service Financial Firm Built on Trust
Our Story
Utica Capital exists to help clients achieve more than financial independence—we help them reach what we call time wealth: the freedom to focus on what matters most. Our mission is grounded in integrity, collaboration, and community.
As an independent financial advisor in Oklahoma, we take pride in being transparent, fee-conscious, and relationship-driven. Every plan starts with listening—understanding your goals before offering solutions. You can learn more about how we plan, protect, and invest for clients across the region.
The People Behind the Progress
Our team’s diversity—of background, experience, and perspective—is what drives innovation and trust. From former athletes who understand discipline to advisors who’ve guided families for generations, our strength comes from working together.
Client centered, Financial Focused
From Tulsa Roots to Regional Reach
Founded in Tulsa more than 40 years ago, Utica Capital grew from a simple idea: that financial advice should be personal, not transactional. The name itself was inspired by our Tulsa roots, near Utica Avenue and Utica Square—a community known for its local businesses and close relationships.
What began as a small practice has evolved into a holistic wealth management team serving clients across Oklahoma and beyond. Our growth came not through advertising, but through referrals and word-of-mouth trust.
