"We can't direct the wind,
but we can adjust the sails."
-Thomas S. Monson
WHO WE ARE
The financial advisors at Archambo Financial Advisors have been providing financial planning and advisory services successfully since 1992. The advisors at Archambo Financial Advisors have combined experience of over 60 years in the financial services industry.
Being long-time Bartlesville residents, we are active in various capacities with church and community affairs, many in leadership positions. Archambo Financial Advisors is strongly committed to the Bartlesville economy, and we have made a significant investment in the downtown district.
But what really tells the story of Archambo Financial Advisors and who we are is our clients. The advisors at Archambo Financial Advisors have assisted hundreds of clients throughout the years. We have helped to set financial goals, implement financial plans and monitor progress toward those goals and objectives. Our commitment is to work with you in reaching your financial goals.
BEYOND THE BASICS
Many people assume that only a “big name” investment firm can deliver quality financial advice. We believe otherwise. Thanks to modern technology, smaller firms now have access to some of the same tools, resources, and expertise as the large institutions while offering something the big names often don’t: true personal attention.
At Archambo Financial Advisors, we’re more than just an investment firm. While investment management is a key part of what we do, our advisory services go far beyond that, addressing the many aspects of your financial life. Our goal is to provide you with objective guidance and the kind of individual support you deserve when making important financial decisions.
EDUCATION
Educational degrees, securities licenses and professional designations are important in assessing our competence. Archambo Financial Advisors believe that these are the minimum for entry into our profession and are the foundation for our lifetime of learning. The financial services landscape has changed drastically and will continue to change as the years go by. Archambo Financial Advisors has committed itself to a continuous and ongoing learning process that includes attendance at local, state and national industry events. By making this commitment, we feel we bring the best advice and wisdom to you, our client.
EXPERIENCE
Experience can’t be taught—it’s earned through years of working with clients and guiding them through both prosperous times and challenging economic cycles. With experience comes not only knowledge, but wisdom, the kind that can only be gained by navigating real-world financial ups and downs.
At Archambo Financial Advisors, we’ve been serving Bartlesville and the surrounding communities for many years. Because we live and work where you do, we understand the unique opportunities and challenges that shape your financial decisions. Our experience, combined with a deep connection to the community, allows us to provide guidance you can trust—helping you pursue your financial goals with confidence.
PERSONAL SERVICE
Personal service starts with personal relationships. Your financial advisor and the staff should know your goals and pay attention to the details that matter most. This could simply mean returning phone calls promptly or ensuring your requests are given the utmost attention and follow-through. Often times, it’s as simple as remembering your birthday, or taking the time to meet privately to protect your confidentiality. It means being accessible when you need us. It means caring about you and your needs and treating you with genuine care and respect. Archambo Financial Advisors is devoted to
treating every client the way they deserve to be served.