PRESERVE WEALTH OKLAHOMA - David D. Daugherty
Financial Planning Made Easy
4045 NW 64th St, Oklahoma City, OK, USA
Committed to Excellence
Preserve Wealth Oklahoma offers the comprehensive capabilities and deep industry knowledge necessary to help you solve your most complex financial issues and questions. With decades of industry experience, Preserve Wealth Oklahoma is here to help you with your financial planning and achieve your retirement goals.
Want to experience the expertise of Preserve Wealth Oklahoma for yourself? Call or email us today by selecting the "Contact" tab listed at the top of the website page for a free consultation!
David Daugherty
Owner/President
David Daugherty is the founder and CEO of Preserve Wealth Oklahoma. With over 3 decades of experience in retirement planning, David will help you reach your retirement goals. Asset protection, tax planning, and investments are just a few of the services David has successfully helped thousands of clients with during his time in the industry. Along with his team of professionals, David is here to guide you through a concrete retirement plan that will allow you to live life to the fullest without having to worry.
Rusty Rials
Operations Manager
Rusty Rials, son in law of David Daugherty, serves as the Production Manager for Preserve Wealth Oklahoma. Rusty is a former pro-golfer, motor-cross athlete, and an avid hunter and angler. Soon to be a fully licensed agent to help in retirement planning aside his father in law.
Justin Atkinson
Chief Investment Officer/Financial Advisor
Justin T. Atkinson is a Walsh University graduate with a B.A. in Business management. Following his time at Walsh, he then assumed the role of Senior Vice President with Atlas Resources, LLC and also President & Chief Compliance Officer with Anthem Securities, Inc. Justin goes above and beyond to ensure the best possible solutions for his clients by personally tailoring his services based on each unique client's situation.
David Oxley
Expert in Business and Estate Planning
A graduate of Perdue University’s Business and Estate Planning School, David Oxley has over 40 years of experience in his field. As an Ordained Minister, David also serves as Preserve Wealth Oklahoma's Corporate Chaplain. Aside his long-time friend David Daugherty, the two friends have helped countless families with their estate planning needs throughout their time at Preserve Wealth Oklahoma.
All clients of Preserve Wealth Oklahoma are referred to Justin Atkinson at Affinity Wealth Advisors, based on a referral arrangement between the two companies. AAN Wealth Advisors, LLC ("AAN") is a registered investment advisor. AAN provides investment management services, selection of other advisors and related services for clients nationally. AAN will file and maintain all applicable licenses as required by the state securities regulators and/or the Securities and Exchange Commission ("SEC"), as applicable. AAN renders individualized responses to persons in a particular state only after complying with the state's regulatory requirements, or pursuant to an applicable state exemption or exclusion. Investment advisory and financial planning services offered through Advisory Alpha, LLC, a SEC Registered Investment Advisor. AAN Wealth and Advisory Alpha, LLC are separate and unaffiliated entities.