Olive Branch Wealth Management, LLC

Olive Branch Wealth Management, LLC Olive Branch Wealth Management is dedicated to nurturing financial growth and empowering individuals in creating a fulfilling retirement.

We provide personalized, comprehensive financial planning services, rooted in trust, integrity, and a client-first approach. Our mission is to guide our clients along the path to financial freedom, cultivating lifelong relationships built on transparency and commitment. At Olive Branch, we believe the best time to start preparing for your financial future is today.

A strong retirement plan looks beyond savings.It considers income, taxes, healthcare, lifestyle, and the legacy you want...
06/09/2026

A strong retirement plan looks beyond savings.

It considers income, taxes, healthcare, lifestyle, and the legacy you want to leave.

To learn more, visit our website at www.OBWMLLC.com.

National Best Friends Day reminds us that the best relationships are built on trust, honesty, and showing up when it mat...
06/08/2026

National Best Friends Day reminds us that the best relationships are built on trust, honesty, and showing up when it matters most.

Your financial life deserves that too.

A strong plan should help you feel supported through every stage of life.

The Bank of Mom and Dad can be challenging — financially and emotionally. These tips pave the way.
06/05/2026

The Bank of Mom and Dad can be challenging — financially and emotionally. These tips pave the way.

Dreaming about retirement is exciting.Planning for it is essential.Our office can help you build a strategy for the reti...
06/03/2026

Dreaming about retirement is exciting.

Planning for it is essential.

Our office can help you build a strategy for the retirement you envision.

Contact us today at (405) 993-6296.

You might live three decades in retirement. Are you prepared?
06/01/2026

You might live three decades in retirement. Are you prepared?

Use these top-rated methods to create and follow a retirement savings plan.
05/29/2026

Use these top-rated methods to create and follow a retirement savings plan.

Relying solely on Social Security or traditional withdrawal strategies like the 4% rule may not be enough.Incorporating ...
05/27/2026

Relying solely on Social Security or traditional withdrawal strategies like the 4% rule may not be enough.

Incorporating stable income sources like annuities and using tax-efficient withdrawal methods may help your money last longer.

Visit our website at www.OBWMLLC.com.

On this Memorial Day, we pause to honor and remember those who gave their lives for our freedom.We are grateful for thei...
05/25/2026

On this Memorial Day, we pause to honor and remember those who gave their lives for our freedom.

We are grateful for their sacrifice.

Spousal Social Security benefits can be complex, but understanding them can help maximize your retirement income.
05/22/2026

Spousal Social Security benefits can be complex, but understanding them can help maximize your retirement income.

Developing a withdrawal strategy that considers tax implications can help preserve your nest egg.Instead of sticking to ...
05/20/2026

Developing a withdrawal strategy that considers tax implications can help preserve your nest egg.

Instead of sticking to a fixed percentage, consider tailoring withdrawals based on spending needs and account types.

Give us a call at (405) 993-6296.

Address

2256 NW 164th Street, Suite 2
Edmond, OK
73013

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 8am - 12pm

Telephone

+14059936296

Website

http://www.obwmcomra.com/, https://www.obwmllc.com/appointments

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