Tyler A. Gray

CFP®, CKA®

SageOak Financial, LLC

Founder & Principal Financial Advisor

Tyler A. Gray

CFP®, CKA®

SageOak Financial, LLC

Founder & Principal Financial Advisor

As a fee-only financial planner, my focus is helping busy people free up more time for faith, family, and friends. I do this by offering unbiased financial advice aligned with your goals and values. - Tyler A. Gray, CFP®, CKA®

Fee-Only Financial Planner serving the Tulsa, OK area.

Tyler A. Gray is a Tulsa, OK fee-only financial planner. SageOak Financial, LLC provides comprehensive and objective financial planning to help clients organize, grow, and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Tyler A. Gray is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Tyler Gray is a Fee Only Financial planner in Tulsa, OK. Tyler Gray is a NAPFA-Registered Financial Advisor.


At SageOak, I help clients free up time to focus on the things that really matter in life, such as faith, family, and friends.

While I serve a variety of clients, the folks who typically find my services the most valuable are working professionals, business owners, and near or current retirees who’d like to delegate the stress and headache that usually come with managing their own investments and financial planning needs.

My clients know what it feels like to experience the peace that comes from having an expert and friend walk alongside them to provide timeless financial wisdom, through every stage of life!

Professional experience

Although SageOak Financial, LLC opened in January 2013, I’ve been helping people with their personal finances for almost a decade!

I’m a CERTIFIED FINANCIAL PLANNER™ professional, NAPFA-Registered Financial Advisor, Certified Kingdom Advisor®, and President-Elect of the Financial Planning Association of Tulsa.

My formal education includes a Financial Planning Certificate from Northwestern University (Evanston, IL), Master of Business Administration (MBA) degree from Oklahoma State University (Stillwater, OK), and a Bachelor of Science degree from Indiana University-Purdue University of Indianapolis (Indianapolis, IN).

Before starting SageOak, I worked remotely with financial advisory firms in Florida and California.

Personal background

On a more personal note, I grew up in a small town in northeastern Indiana and attended college in Indianapolis.

Prior to entering the financial services industry, I worked in intercollegiate athletics as a college golf and basketball coach at a small college in Kansas.

I currently live in the Tulsa, OK area with my wife, who works as a Physician Assistant at a local hospital.

We lost our first child in a miscarriage a few years ago, but not long after, God blessed us with an adorable baby boy, and more recently, a beautiful baby girl. We're also expecting another baby girl in the spring of 2018!

In my free time, I serve on the board of directors for Happy Hands Education Center, a local Christian school for children ranging in age from birth to six years old who are deaf, hard of hearing, or have other communication disorders. My family and I are also very active in our local church and I enjoy golf, exercise, reading, and travel. 

If taking care of your family, freeing up your time, and being a good steward of your money is important to you, click here to schedule a complimentary initial phone call! 

Tyler A. Gray is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is the country’s 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

At Tulsa, OK based financial planning firm, SageOak Financial, LLC, your financial advisor's advice is rooted in timeless biblical wisdom and truth, backed up by decades of research in the field of financial science.

You have dreams. We can help you reach them.

If taking care of your family, reaching your financial goals, and being a good steward of your money is important to you, contact us today to start the complimentary discovery process!

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

Contact Tyler A. Gray

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Office Locations:

  • 7136 S. Yale Ave. #300
    Tulsa, OK 74136

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