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Redstone Wealth Management
Redstone Wealth Management was established in 2020 in Oklahoma City. The firm entered a local market shaped by large bank-owned advisory networks and regional...
Redstone Wealth Management
Redstone Wealth Management was established in 2020 in Oklahoma City. The firm entered a local market shaped by large bank-owned advisory networks and regional trust companies. Its founding team targeted a gap: fee-only financial planning delivered to Oklahoma-based professionals and business entities. Redstone's service architecture leans on three core lines — financial planning, discretionary portfolio management, and tax planning — reflecting a multidisciplinary model. The firm specifies individuals, high-net-worth individuals, and business entities as its client segments. The firm's geographic footprint covers the Greater Oklahoma City area and the state more broadly. The firm is a boutique operation, typical of the post-2018 wave of breakaway advisors setting up independent RIAs. No adjacent vehicles, foundations, or club memberships are publicly disclosed. The organizational structure is compact, consistent with a firm that has not yet announced senior hires or external capital partners. Oklahoma's wealth management market is dominated by trust companies chartered under state law, many originating in the oil-and-gas economy. Redstone's structure as an independent RIA — free from bank-trust conflicts and proprietary product mandates — is its structural differentiator.
General information
Firm type
Bank / Wealth / Trust
Year founded
2020
Location
Region
North America
Country
United States
City
Oklahoma City
Corporate office
Oklahoma City, OK, United States
Frequently asked questions
Is Redstone associated with a larger bank or trust company?
No. Redstone Wealth Management is an independent entity based in Oklahoma City. Its ethos as a fee-only RIA is structurally distinct from trust companies and bank-owned advisory units prevalent in the Oklahoma market, many of which operate with state trust charters and proprietary investment products.
Does Redstone offer tax preparation in addition to tax planning?
Redstone publicly lists tax planning as a distinct service line. The level of integration is unclear — some fee-only RIAs provide in-house tax preparation while others coordinate with external CPAs. Redstone has not publicly clarified whether it files returns directly on behalf of clients.
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