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      Details

      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.

      HoursCLOSED NOW
      Regular Hours:
      Mon - Thu
      Fri
      Sat - SunClosed

      Contact Info

      Phones:

      Main - 405-418-4080

      Fax - 405-418-4082

      ExtraTollFree - 866-436-4451

      Address:
      9150 N May Ave Oklahoma City, OK 73120
      Email:

      Link:

      Fee Only Investment Advisory Firm

      Categories
      Investments, Investment Advisory Service
      Services / Products
      Financial advisory services, investment management, retirement planning, estate planning.
      Payment Options
      no credit cards
      Brands
      None
      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
      Data provided by one or more of the following: Thryv, Data Axle, Yext.