Guiding Clients Through Every Stage of Life

At Utica Capital, we partner with clients who value thoughtful strategy, open communication, and long-term relationships. From entrepreneurs and professionals to families and retirees, we help people across Tulsa, Edmond, and beyond connect their financial decisions to their life goals.

Helping Business Leaders Build Beyond the Bottom Line

Business Owners & Entrepreneurs

Owning a business means balancing growth, risk, and opportunity. Our advisors help business owners integrate company success with personal goals through strategies that include:

• Business succession and exit planning.
• 401(k) and employee benefits design.
• Cash flow, risk, and tax management.
• Coordination between business and personal financial planning.

You can discover how our business owner financial planning services help entrepreneurs across Oklahoma thrive with confidence.

Building Confidence for Families and Futures

Individuals & Families

For families and individuals, financial planning isn’t just about wealth—it’s about freedom, security, and legacy. Utica Capital helps clients:

• Build comprehensive financial plans that align with their values and goals.
• Manage investments and retirement income for long-term stability.
• Coordinate insurance, estate, and tax strategies for family protection.
• Create education savings and generational wealth transfer plans.

You can explore how our financial planning services for individuals and families help clients bring clarity to every stage of life.

Creating Confidence for Life After Work

Retirees & Near-Retirees

Retirement should be a season of fulfillment, not financial stress. Utica Capital helps retirees and those nearing retirement:

• Build sustainable income strategies for the years ahead.
• Coordinate investment withdrawals for tax efficiency.
• Reevaluate insurance, long-term care, and estate needs.
• Transition confidently from accumulation to preservation.

You can explore how our retirement planning services help clients enjoy financial freedom with peace of mind.