Adam Leavitt
CFP®
HoganTaylor Wealth
Wealth Partner
Adam Leavitt
CFP®
HoganTaylor Wealth
Wealth Partner
"Know your adviser. Know their relationships, reputation, how they are compensated and their professional succession plan. Likewise, your adviser must know you." - Adam Leavitt, CFP®
Fee Only Financial Planner Located in Tulsa, OK and Serving Clients Nationwide
Adam Leavitt is a Tulsa, OK fee-only financial planner. HoganTaylor Wealth provides comprehensive wealth management and financial planning to help individuals and families and 401(k) plans and executive planning to help business owners organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Adam Leavitt is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Adam Leavitt has been constructing wealth solutions for a diverse clientele of individuals and institutions for more than 15 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.
Representative Experience
- Constructed investment policy statements for individuals, corporations, and non-profits
- Managed client portfolios more than $50 million
- Worked with executives to create 10b5-1 plans and stock option exercise strategies
- Provided testimony as an investment expert witness in court
- Provided participant education to qualified retirement plan
Adam Leavitt is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
HoganTaylor Wealth 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.
Asset Management
HoganTaylor Wealth 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
HoganTaylor Wealth 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
Professional Fees
HoganTaylor Wealth 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, HoganTaylor Wealth is compensated directly by the client.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Adam Leavitt is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Adam Leavitt is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Adam Leavitt is a Member of the Board of Trustees for the City of Tulsa Municipal Employees' Retirement Plan
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Adam Leavitt is a Featured Speaker for the Oklahoma Society of CPA's
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Adam Leavitt is Quoted in the Wall Street Journal: "A Financial Plan for the Newly Rehired"
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Adam Leavitt is Quoted on CNN Money: "Retirement planning: Start out strong"
Contact Adam Leavitt
Office Locations:
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2222 South Utica Place
Suite 200
Tulsa, OK 74114
