Harvie  Roe
Harvie Roe

AmeriTrust Investment Advisors, Inc.

(918) 610-8080

Contact Me

Fee Only Financial Planner Located in Tulsa, OK and Serving Clients Nationwide

Specialties

  • 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

Visit Us

4506 South Harvard Avenue
Tulsa, OK 74135

Harvie Roe is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?

Harvie Roe is a Fee Only Financial planner in Tulsa, OK. Harvie has been a NAPFA-Registered Financial Advisor since 1984. He is the CEO of AmeriTrust Investment Advisors, Inc..  Harvie is also a Certified Financial Planner (CFP) and serves as the President and CEO of a related company, AmeriTrust Corporation, an Oklahoma Trust Company. The AmeriTrust Companies focus is on Fee-Only Financial Planning, Investment Management, and Trust Administration, which allows us to serve clients at various stagest of their lives.  Harvie has a BBA degree from the University of Oklahoma and a MBA from Southern Methodist University and is active in the Tulsa community.