More Info
Independent Wealth Management
- General Info
- Hughes Warren, Inc. is an independent registered investment advisor and fee-only financial planning firm. Working with individuals, families and small businesses, we believe our clients deserve personal detailed attention. We believe this individual attention leads to a greater peace of mind and the opportunity to achieve the returns needed to meet their financial goals. The firm was founded in 2007 to provide an alternative to the current landscape of the investment advisory industry. Our advisors, Ted Hughes and Melinda Warren, are both Certified Financial Planners® and are focused on providing reliable, unbiased investment and retirement advice. We do not work on commissions – our compensation comes only from advising our clients. We are committed to serving our clients and keeping them well-informed on the market, economy, other investment vehicles and how these affect financial portfolios. By utilizing the appropriate asset allocation, established under the tenets of the modern portfolio theory, a balanced and manageable portfolio is created for the long term. As changes occur in the market and in the lives of our clients, portfolio strategies can also change. Through regular meetings, phone calls and monthly newsletters, our focus remains on the clients’ goals and objectives. We invite you to contact us to schedule a complimentary consultation, no strings attached.
- Email
- info@hugheswarren.com
- Services/Products
- Financial advisory services, investment management, retirement planning, estate planning.
- Brands
- None
- Payment method
- no credit cards
- Location
- Near May Avenue and Britton Road in Saint Martin's office park
- Neighborhood
- Central Oklahoma City
- Amenities
- Free initial consultation
- Associations
- Certified Financial Planners, Financial Planning Association
- Other Link
Fee Only Investment Advisory Firm
- Categories
People Also Viewed
- Edward Jones
3833 NW 63rd St, Oklahoma City, OK 73116
- Heritage Trust
2802 W Country Club Dr, Oklahoma City, OK 73116
- IP Financial
3501 NW 63rd St Ste 305, Oklahoma City, OK 73116
- Superior Finance Company
4130 NW Expressway Ste 104, Oklahoma City, OK 73116
- Bank of America
9404 N May Ave, Oklahoma City, OK 73120
- Millbrook Financial Corp
2933 W Hefner Rd, Oklahoma City, OK 73120
- Vsr
770 E Britton Rd, Oklahoma City, OK 73114
- Edward Jones
11330 N May Ave, Oklahoma City, OK 73120
- Bob Neeley - Raymond James
3030 NW Expressway, Oklahoma City, OK 73112
- Millennium Financial Group
5770 NW Expressway Ste 102, Warr Acres, OK 73132