Steven Wilson founded SLW in 1985 with a commitment to provide customized financial guidance to every individual. Throughout the years, Wilson has remained dedicated to ensuring SLW offers the personalized attention of a boutique environment with the powerhouse knowledge of a large-scale firm. It’s this unwavering commitment that sets SLW apart from the competition and distinguishes it as a leader in accounting and wealth management services.
For more than 25 years, SLW’s experienced team of CPAs, IRS Enrolled Agents, professional accountants and Certified Financial Planners®, has helped countless individuals and businesses enhance their financial future through proactive planning. As a result, First Oklahoma Advisory Group, the wealth management side of the business, has become widely recognized for it’s comprehensive wealth management strategies.
The strength of the firm lies not only in its personalized planning approach but also in its ability to provide best in class products and services. As affiliates of HD Vest Investment ServicesSM, one of the leading independent broker/dealers in the nation, Steve Wilson, Scott Villines and Tim Cramer are able to offer clients cutting edge products and sophisticated portfolios.