One thing that distinguishes Farpointe advisors is that they build their business primarily through referrals based on the value they provide rather than by marketing or selling. Steve Wilson and his team at First Oklahoma Advisory Group are a great example of that.* Steve opened his accounting practice in November 1985 after spending several years at a large public accounting firm and doing tax work in the oil and gas industry. He was always interested in finance and investments and earned his securities licenses in 1994.
The secret to success for Steve and his team is going beyond investing to use planning to give clients the best chance of achieving their life goals. Through their tax relationships they develop a deep understanding of a client’s circumstances and use tax planning to provide a more holistic approach to achieving financial goals. The results speak for themselves as First Oklahoma Advisory Group has grown to over $240 million in assets and has in some cases worked with three generations of clients.
Although he is already successful by almost any measure, Steve moved to Farpointe because he trusts the Farpointe team, values our collaborative culture and knows we will advocate for him and his clients. He was also attracted to the enhanced product and technology platform for his clients and process for developing a transition plan to protect his business. The move has given him renewed energy and excitement to try new approaches to grow his business and bring even more value to his existing clients.
In his free time, Steve likes to fish, hike with his dogs, and travel with Debbie, his wife of 48 years. Steve and Debbie have two children and three grandchildren.
Welcome Steve and the rest of the fantastic team at First Oklahoma Advisory Group.
* First Oklahoma Advisory Group is a Tulsa, OK-based wealth management practice associated with Steven L. Wilson, CPAs LLP, a tax and accounting practice.