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First Mate Fianancial Advisors, LLC

About us

First Mate Financial Advisors: where You are the Captain, and I am your First Mate. We help families, especially business owners, Chart a Course for retirement and succession planning by creating smart strategies that lead to strong financial decisions.

Our motto: Clients’ needs ALWAYS come first.

Contact details

Practice areas

  • Cash Flow and Budgeting
  • Charitable Giving
  • Divorce Financial Planning
  • Domestic Partner Planning
  • Education Planning
  • Estate Planning
  • Family Finances
  • Insurance
  • Investments
  • Real Estate Investments
  • Retirement Plan Distribution
  • Retirement Planning
  • Wealth Preservation
  • Women's Financial Strategies

Service area

Nationwide service area


5505 East 51st St, Tulsa, OK 74135