Our services

Financial Services That Help You Plan, Protect & Invest with Purpose

A Holistic Approach to Financial Confidence

Every financial journey is different, but lasting success always starts with intention. At Utica Capital, we bring clarity and structure to the process through a holistic approach designed around three interconnected pillars—Plan, Protect, and Invest.

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Plan

Charting the Path Forward

Planning is about more than numbers—it’s about understanding what you value most.

A group of women are sitting on a porch holding a baby.
A group of women are sitting on a porch holding a baby.
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Protect

Strengthening What Matters Most

We believe peace of mind is one of the most valuable assets you can build.

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Invest

Turning Vision into Action

Your investments should reflect your goals, your values, and your vision for the future.

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  • How does Utica Capital’s Plan, Protect & Invest approach work?

    Our three-pillar approach connects every part of your financial life. Plan establishes your goals and roadmaps, Protect strengthens what matters most through insurance and estate strategies, and Invest helps you grow your wealth intentionally over time. Each pillar is connected, ensuring every decision serves your bigger picture.

  • Do I need a certain income or asset level to work with Utica Capital?

    No. While we frequently serve business owners and families with complex financial needs, our services are built around goals—not account size. We partner with clients at every stage who value clear direction, personalized strategy, and collaborative support.

  • Is Utica Capital a fiduciary financial advisor?

    Yes. As fiduciary advisors, we’re legally and ethically required to act in your best interest. Every recommendation we make—whether it’s a financial plan, insurance policy, or investment strategy—is guided by your goals and your success.

  • Does Utica Capital offer services for business owners?

    Absolutely. Our team helps business owners across Tulsa, Edmond, and surrounding areas align personal and business finances, develop retirement plans, set up employee benefits, and plan for succession or sale. We help ensure your company’s success supports your long-term wealth and family goals.

Frequently Asked Questions