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Forge Financial

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United States
Edmond, OK
Forge Financial

At Forge Financial, we are driven by our values. Our team focuses on investing and financial planning for retirement using faith-based principles

Forge Financial focuses on investing for retirement using faith-based principles. Our advisors believe forming personal relationships is vital in helping our clients make prudent decisions about their financial futures. We are strong advocates of education and aim to thoroughly teach and explain concepts that may, at first, seem complex. We approach financial planning with the heart of a teacher.

We use Dave Ramsey’s investing principles and financial philosophies so our clients can understand and feel confident about the plans we, together, put in place. We help clients by providing hope and empowering them to set and work towards their goals. We provide personalized service and have earned a reputation in our industry for excellent customer service. Clients can expect clear communication and down-to-earth relationships with our advisors. We do everything in our power to keep our clients focused on where they want to go and the journey that is required to get there. We welcome the opportunity to meet with you and introduce you to our caring team of advisors. Please contact us today to discuss how we can serve you. The SmartVestor program is a directory of investment professionals, Dave Ramsey, SmartVestor and Ramsey Solutions are not affiliates of Forge Financial or LPL Financial. Securities offered through LPL Financial, Member FINRA/SIPC. finra.org sipc.org. Investment Advice offered through Forge Financial Services, LLC, a registered investment advisor and separate entity from LPL Financial. Third party posts found on this profile do not reflect the views of Forge Financial or LPL Financial and have not been reviewed by either Forge Financial or LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

06/01/2026

Who in your life is always happy to see you, never brings up work, and asks for almost nothing in return?

If a pet came to mind, you are not alone.

This week is Pet Appreciation Week, and our team wanted to take a moment to celebrate the four-legged, feathered, and occasionally scaly members of your household.

Pets have a way of putting things in perspective that no spreadsheet ever could.

Drop a photo of yours in the comments. We would love to meet them. 🐾

05/25/2026

This Memorial Day, we pause to honor and remember the brave men and women who made the ultimate sacrifice in service to our country.

Their courage, dedication, and selflessness have protected the freedoms we value every day. We are deeply grateful for those who served and for the families who carry their legacy forward.

Wishing everyone a safe and meaningful Memorial Day.

05/22/2026

In observance of Memorial Day, our office will be closed on Monday, May 25, 2026.

We take this time to honor and remember the brave men and women who made the ultimate sacrifice for our freedom. We wish you a safe and happy holiday weekend filled with moments of remembrance and gratitude.

05/15/2026

Today we are celebrating an incredible milestone — congratulations to Christie Hughes, VP and Financial Consultant, on eleven (11) years with Forge Financial!

As an owner of our firm, Christie brings energy, optimism, integrity, and heart into everything she does. She leads clients with confidence, encourages them through life’s financial challenges, and helps them stay focused on their goals with positivity and care. Christie genuinely cares about helping families build strong financial futures.

Beyond the office, Christie is an amazing mom of three who loves spending time with her family — a value that inspires the care and guidance she provides to every client.

Thank you, Christie, for 11 years of leadership, dedication, laughter, and impact at Forge Financial. We are grateful for all you do and excited for many more years ahead!

05/01/2026

Join us in celebrating Chris Beard, Advisor Development/Financial Consultant on eleven (11) years with Forge Financial!

As one of our owner-advisors, Chris leads with confidence, strength, and a clear vision for success. He’s the kind of leader who sets the standard—driven, decisive, and always focused on doing what’s best for our clients and our team. His ability to make tough calls, inspire those around him, and consistently deliver for clients is a big part of what makes our team stronger.

Outside of the office, Chris is deeply committed to his faith, his family, and making the most of every moment—whether that’s time spent with loved ones or out on the golf course.

Chris, thank you for 11 years of leadership, integrity, and drive. We’re proud to have you helping shape the future of our firm.

04/16/2026

Today we’re celebrating eight incredible years with Geoffrey Weiss at Forge Financial—and what a ride it’s been. As our Deputy Compliance Officer, Geoffrey keeps the wheels turning and the boxes checked… but let’s be honest, he does so much more than that. Need a tech issue solved? Geoffrey. Random office question? Geoffrey. Something broken, glitching, or just not cooperating? Yep—Geoffrey again.

He’s our unofficial IT department, resident encyclopedia, and all-around fixer of things we didn’t even know were fixable. Through it all, Geoffrey stays calm, cool, and never frazzled—always willing to stop and help, no matter how busy he is. He’s not only a dedicated parent at home, but also someone our team relies on every day. Thank you for everything you do, Geoffrey! We are lucky to have you!

04/06/2026

Wishing you a blessed Easter Sunday!

Today we celebrate the resurrection—a powerful reminder that hope is never lost, that light overcomes darkness, and that new life is always possible. Easter is more than a day; it’s a message of renewal, grace, and unconditional love.

May this day inspire reflection in your heart, strengthen your faith, and fill your life with peace and purpose. No matter where you are on your journey, may you be reminded that there is always a reason to begin again.

He is risen—may that truth bring you joy today and always.

04/02/2026

Our office will be closed on Friday, April 3, 2026, in observance of Good Friday.
We will resume normal business hours on the Monday, April 06, 2026.

Blessings to you on this special day of gratitude. We wish you a peaceful and meaningful holiday.

03/26/2026

Congratulations, JoNell Boston, Operations Manager on eight (8) years with Forge Financial!🎉

JoNell is the definition of a fiercely loyal friend and an inspiring leader—always looking out for what’s best for her team and the people she serves. She brings a rare kind of strength to everything she does: both sassy and steadfast, bold yet deeply grounded.

She leads with heart, taking the time to truly listen and building genuine trust with her team and her clients alike. Her passion, integrity, and unwavering commitment don’t go unnoticed—she’s deeply respected by everyone who has the privilege of working with her.

Here’s to 8 amazing years, JoNell, and to many more ahead. We’re grateful for you every single day! 💙

03/02/2026

Today we’re honored to celebrate 23 incredible years of leadership, dedication, and impact from Charlotte Williams and the legacy she has built at Forge Financial!

Charlotte's devotion, generosity, and passion have shaped the very foundation of Forge Financial and continue to guide our team every day. Charlotte, thank you for your unwavering commitment to excellence, for the care you show our team, and most importantly, for the trust and guidance you provide to your clients.

Here’s to celebrating 23 amazing years—and to many more years of growth, impact, and success ahead!

Address

2901 S Bryant Avenue
Edmond, OK
73013

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 3pm

Telephone

+14053401600

Website

http://forgefinancial.com/

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