# Leonard Rickey Investment Advisors

Leonard Rickey Investment Advisors is a Bank / Wealth / Trust based in Oklahoma City, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Oklahoma City, United States
- **Region:** North America
- **Address:** Yakima, WA, United States
- **Founded:** 1997
- **Assets under management:** Undisclosed
- **Website:** bestpathforward.com
- **LinkedIn:** https://www.linkedin.com/company/leonard-rickey-investment-advisors-pllc

## About

Leonard Rickey Investment Advisors, PLLC is dedicated to enhancing the quality of our client’s lives as we assist them in fulfilling their long term goals and dreams. We help design “The Best Path Forward”. Our team stands ready to partner with you. email jointheteam@erickey.com if you are interested in partnering Disclosures: https://bestpathforward.com/quick-links/

## Sectors

- Wealth Management
- Financial Services

## Questions

### How is Leonard Rickey structured as an advisory firm?

The firm operates as a registered investment advisor, which legally obligates it to a fiduciary standard — meaning advice must be in the client's best interest without conflicts from proprietary product sales. This RIA structure distinguishes it from broker-dealers that can operate under the lower suitability standard. As an independent firm unaffiliated with any bank or insurance company, it faces no institutional pressure to recommend in-house investment products.

## Related profiles

- [Helmsley Charitable Trust](https://altss.com/profile/leona-m-and-harry-b-helmsley-charitable-trust)
- [Leonardo](https://altss.com/profile/leonardo)

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Last updated: 2026-06-03T20:00:00.000Z

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