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About Us

We are Oklahoma wealth management professionals for the investor who wants in-depth planning and guidance! You have arrived at our website because you are interested in what financial planning could offer you. You chose Gaddis & Gaddis because you expect something more. We strive to offer you exemplary service because that has been our standard for nearly 20 years. Roger Gaddis is the Oklahoma Kestra financial planner you are looking for.

No matter what your situation, you can benefit from financial planning. Parents need to begin planning and saving for their children's college expenses. New employees should think about beginning their retirement savings plan. Near-retirees have to look into rollover options for their company plans. Business owners of every size may appreciate help setting up and maintaining their company's retirement plan. And, retirees want to preserve their money throughout their life and still have enough to pass along. Talking to one of our Oklahoma Kestra financial advisers may help no matter what your personal needs are.

We are the planning professionals; offering you guidance through your individual situation. As independent financial advisers with Kestra Financial, the nation's #1 independent brokerage firm*, Gaddis & Gaddis have nearly 30 years of experience to offer you. Let our Oklahoma CERTIFIED FINANCIAL PLANNER™ (CFP®) get started with your personal wealth management plan today!

Please take a few minutes of your time to look around our web-site and see what we have to offer you. Contact us with any questions and we look forward to meeting you soon!

*As repored by Financial Planning magazine June 1996-2013, based on total revenue.

"Our mission is to provide a service for our clients above and beyond their expectations. We want them to have more free time to do what is most important in their lives."

- Roger & Leigh Gaddis