Adam J. Leavitt| CFP®
Disciplined Investments, LLC
- Fee-Only Financial Services
- Comprehensive Financial Planning
- Free Initial Consultation
- Investment Management
- Retirement Planning
- Education Planning
- Elder Care Issues
- Estate Planning
- Insurance Analysis
- Charitable Giving and Trusts
- Planning for Business Owners
- Cash Flow and Budgeting
Our Other NAPFA Members
Tulsa, OK 74114
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
Adam Leavitt is a Tulsa, OK Fee-Only Financial Planner serving Tulsa and all surrounding areas. Disciplined Investments, LLC specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Adam Leavitt is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.
Adam Leavitt has been constructing wealth solutions for a diverse clientele of individuals and institutions for more than 12 years. He specializes in comprehensive financial planning and asset management with considerable experience regarding trusts, qualified retirement plans, non-profits, and private equity. He is a CERTIFIED FINANCIAL PLANNER™ professional and a registered financial advisor with the National Association of Personal Financial Advisors.
- Constructed investment policy statements for individuals, corporations, and non-profits
- Managed client portfolios valued up to $52 million
- Worked with executives to create 10b5-1 plans and stock option exercise strategies
- Supported litigation involving claims of another advisor’s mismanagement of funds
- Provided participant education to qualified retirement plan
CERTIFIED FINANCIAL PLANNER™
Professional & Civic Affiliations
National Association of Personal Financial Advisors, Registered Advisor
City of Tulsa Municipal Employees’ Retirement Plan, Board of Trustees 2013-Present
Community Health Connection, Inc., Board member 2012-Present, Current Chair
Juvenile Diabetes Research Foundation, Board member 2012-2013
Emergency Infant Services, President of the Board 2009 -2012
Youth Services of Tulsa, Board member 2008-2009
Leadership Tulsa, Class 35
B.S., Finance, Oral Roberts University, Magna Cum Laude, Finance student of the year
M.B.A., Oklahoma State University
- Presenter, Investing Prudently: Active vs. Passive, State Chapter of OSCPA (Oklahoma Society of CPAs), November 2013
Disciplined Investments (DI) provides an integrated approach to investment and financial planning. Working with our clients’ other advisors, we are able to help coordinate the investment, tax, estate, and insurance protection issues to simplify the needs of individuals, families and business owners.
- We are goals-based rather than product-centric.
- We are independent rather than captive.
- We rely on evidence rather than predictions.
DI helps clients deploy their investment capital efficiently. Avoiding the speculative pursuits of investing, we attend to the most significant determinants of portfolio returns: discipline, diversification, fees, and tax efficiency. This uncommon approach requires discipline to make rational, as opposed to emotional, investment decisions. It also requires a commitment to educating our clients rather than convincing them of our superior investment foresight.
Financial Planning & Consulting Services
DI offers a broad range of services to create comprehensive financial plans designed to meet our clients’ personal financial objectives. Working collaboratively with external investment advisors, attorneys and other professionals, we are able to coordinate all aspects of a client’s financial plan. Services and areas of concentration include:
- Defined Contribution Plans
- Executive Planning
- Legacy Planning
- Charitable & Planned Giving Strategies
- Retirement Planning
- Sudden Wealth
- Social Security Planning
- Insurance Consulting
- Education Funding
- Investment Advice/Education
- Estate Planning
- Income Tax Planning
DI takes its fiduciary responsibility seriously. Without commission, referral or soft-dollar arrangements, we operate on a fee-only basis to ensure everyone’s interests are aligned with those of the client. And because each client is unique, every relationship is tailored to meet the client’s needs. Services range from hourly consulting to comprehensive wealth management.
To maintain our objectivity, DI is compensated directly by the client.